VP
CFP
VP
CFP

Vernell Peter-Koyi

12 Years of Experience
Malvern, PA
1 DisclosureBroker

Vernell Peter-Koyi is a CFP-designated registered investment advisor, based in Malvern, PA, with 12 years of industry experience.

Location

100 Vanguard Blvd., Malvern, PA, 19355

Get directions

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
May 2025
Pending
Other Business Activities

Vernell is a landlord/owner of rental property since 2002, dedicating minimal time. He is also an advisory board member for First African Baptist Church, spending a few hours per week, and an agent in a fiduciary role since 2023, dedicating minimal time.

Employment History
Current Registrations
Vanguard Marketing Corporation
May 2018 - Present · 8 yrs
Vanguard Advisers, INC.
May 2018 - Present · 8 yrs
Vanguard Marketing CorporationBroker
May 2018 - Present · 8 yrs
Previous Registrations
Nylife Securities LLCBroker
April 2013 - April 2018 · 5 yrs
State Registrations2 states
PATX
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.
Vernell Peter-Koyi - Financial Advisor | TrueAdvisor