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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
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 Registrations8 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.