Peter Ferriello
Peter Ferriello is a CFP-designated registered investment advisor at Ashworth Wealth, LLC, based in South Jordan, UT, with 19 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 300 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ashworth Wealth does not directly manage your investments. Instead, they recommend third-party money managers who will manage your portfolio. The total annual advisory fee will not exceed 2.00%, a portion of which is paid to Ashworth Wealth by the third-party manager. Ashworth Wealth's portion will never be more than 1.25% per year. The exact fee and billing cycle will be detailed in the agreement with the third-party manager.
Location
897 W. Baxter Dr., South Jordan, UT, 84095
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Peter owns Peter M Ferriello LLC, through which he takes a salary and markets fixed insurance products, and is a Senior Wealth Advisor at Ashworth Wealth LLC, spending full-time providing investment advisory services and financial planning. He also owns rental properties and is a board member for a non-profit organization, Schools to End Poverty.
Employment History
Current Registrations
Ashworth Wealth, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations6 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.