Peter Delgreco is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Fort Myers, FL, with 22 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Fort Myers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter serves as power of attorney for his cousin and mother, and is an investment committee member for Winchester Country Club 401k plan. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Freedom Capital Management LLC
State Registrations24 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.
Exams
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