PF
CFP
PF
CFP

Peter Frisch

31 Years of Experience
Andover, MA
BrokerSells Insurance

Peter Frisch is a CFP-designated registered investment advisor, based in Andover, MA, with 31 years of industry experience.

Location

300 Brickstone Square, Suite 1006, Andover, MA, 01810

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Peter owns and manages Penn Packet, LLC, which owns a sailboat, and is an owner of Spector and Frisch Wealth Management. Peter also installs insurance products through Steward Partners Global Advisory, dedicating a few hours per week.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
April 2017 - May 2022 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2003 - April 2017 · 13 yrs 9 mos
Wells Fargo Clearing Services, LLC
July 2003 - April 2017 · 13 yrs 9 mos
Prudential Securities Incorporated
May 1999 - July 2003 · 4 yrs 2 mos
Prudential Securities IncorporatedBroker
August 1994 - July 2003 · 8 yrs 11 mos
State Registrations30 states
AZCACOCTFLGAHIILINLAMAMDMEMIMTNCNHNJNYORPAPRRISCTNTXVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Peter Frisch - Financial Advisor | TrueAdvisor