Peter Park
Peter Park is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, NY, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2000 Winton Rd S Bldg 4 Ste Ll2, Rochester, NY, 14618
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is involved with insurance through Lifequest Financial, LLC. He also serves as a trustee for his parents' trust, which is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLC
Ensemble Financial Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations8 states
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.