Peter Carolan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 18 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
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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
580 California St 16th Fl, [Office of Convenience], San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter has 100% ownership of Stelvio Wealth Partners, LLC, dedicating full-time hours to the firm. He also serves as Vice President for Sofia Italian Foods & Real Torino, Inc and owns Real Torino Inc, spending about 10-20% of his time managing inventory, invoices, and orders for the Italian specialty food company.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations33 states
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Exams
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