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Peter Mero

30 Years of Experience
La Jolla, CA
1 DisclosureBroker

Peter Mero is a registered investment advisor at Wells Fargo Advisors, based in La Jolla, CA, with 30 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

888 Prospect St Stes 301 & 320, La Jolla, CA, 92037

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History

Regulatory History (1)
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
August 2000
Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2019 - Present · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
April 2011 - January 2019 · 7 yrs 9 mos
Morgan Stanley
April 2011 - January 2019 · 7 yrs 9 mos
Wells Fargo Advisors, LLC
July 2003 - April 2011 · 7 yrs 9 mos
Wells Fargo Advisors, LLCBroker
July 2003 - April 2011 · 7 yrs 9 mos
Prudential Securities Incorporated
August 2001 - July 2003 · 1 yr 11 mos
Prudential Securities IncorporatedBroker
July 2000 - July 2003 · 3 yrs
Salomon Smith Barney INC.Broker
October 1995 - July 2000 · 4 yrs 9 mos
State Registrations27 states
AZCACOCTDCFLGAIDILKSMAMOMTNCNENJNVNYOHORPATNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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