Peter Marriott
Peter Marriott is a registered investment advisor at Wealthspire Retirement Advisory, based in Charlotte, NC, with 27 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
1901 Roxborough Road, Suite 300, Charlotte, NC, 28209
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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 an employee of NFP Corporate Services (SE), Inc. where he works full-time in sales and marketing of insurance and as a registered representative through Kestra Investment Services, LLC. Peter also owns real estate, is an investment advisor representative with Kestra Advisory Services, LLC, is a board member for Charlotte MBC, and is on the investment committee for SAYRA.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Trinity Retirement Solutions, LLC.
Oneamerica Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Jefferson Pilot Securities CorporationBroker
Pan-American Financial AdvisersBroker
Synovus Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
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.