Peter Waldron
Peter Waldron is a registered investment advisor at Osaic Wealth, INC., based in Alamo, CA, with 21 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3201 Danville Boulevard, Suite 190, Alamo, CA, 94507
Get directionsHistory
Regulatory History (4)
Judgment / Lien
February 2024Customer Dispute
August 2018Customer Dispute
October 2016Customer Dispute
July 2014Other Business ActivitiesSells Insurance
Peter owns and manages Trailblazer Wealth LLC and Waldron Partners LLC, dedicating about 10-20% of his time to the former and minimal time to the latter. He also manages EGGRS, LLC, which involves the quoting, submission, and delivery of term life insurance, taking a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations27 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.