PB
PB

Peter Burbank

17 Years of Experience
Wellesley, MA
Broker

Peter Burbank is a registered investment advisor at Wells Fargo Advisors, based in Wellesley, MA, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

60 William St, Ste 210, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter has 50% ownership in Burbank Wealth Management since 2019, spending full-time hours per month on this investment-related activity. He dedicates 8 hours during trading hours to Finet Practice.

Employment History
Current Registrations
Wells Fargo Advisors
May 2019 - Present · 7 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2009 - May 2019 · 9 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2008 - May 2019 · 10 yrs 8 mos
State Registrations33 states
AZCACOCTFLGAILINMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWY
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.
Peter Burbank - Financial Advisor | TrueAdvisor