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Peter Sagorski

J. W. Cole Advisors, INC.
31 Years of Experience
Cocoa Beach, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Peter Sagorski is a registered investment advisor at J. W. Cole Advisors, INC., based in Cocoa Beach, FL, with 31 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.

J. W. Cole Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
31,247 clients
Average Client Portfolio
$264K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M3.00%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

807 N. Atlantic Ave., Cocoa Beach, FL, 32931

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2011
Closed-No Action
Customer Dispute
April 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter works as an insurance broker or agent, selling various fixed insurance products such as annuities, life policies, disability, and long-term care. This takes about 10-20% of his time, including time during trading hours.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
September 2011 - Present · 15 yrs 1 mo
J.W. Cole Financial, INC.Broker
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
LPL Financial Corporation
September 2009 - December 2009 · 3 mos
LPL Financial LLCBroker
September 2009 - September 2011 · 2 yrs
Independent Financial Partners
May 2009 - December 2011 · 2 yrs 7 mos
Mutual Service CorporationBroker
April 2009 - October 2009 · 6 mos
Banc of America Investment Services, INC.
December 2006 - April 2009 · 2 yrs 4 mos
Banc of America Investment Services, INC.Broker
December 2006 - April 2009 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - December 2006 · 5 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2001 - December 2006 · 5 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
April 1995 - September 2001 · 6 yrs 5 mos
Metlife Securities INC.Broker
April 1995 - September 2001 · 6 yrs 5 mos
State Registrations16 states
CADEFLGAINMDMSNYOHORPATXUTVAWAWI
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.
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