Peter Smegielski
Peter Smegielski is a registered investment advisor at Osaic Advisory Services, LLC, based in San Diego, CA, with 15 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
16870 W Bernardo Dr Ste 400, San Diego, CA, 92127
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2014Other Business ActivitiesSells Insurance
Peter is an independent consultant for Young Living Essential Oils, a financial advisor with Osaic Advisory Services, and an insurance agent. He also works as a real estate agent, exam proctor, music booster president, and president of First Choice Financial.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Pfg Advisors
Securities America, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations9 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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