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CFP

Benjamin Samuel-Wayne Rogers

Peterson Rogers Private Wealth, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Peterson Rogers Private Wealth, LLC
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
87 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$165.7M

Fee Structure

Financial Planning:Investment management only

Location

5305 S Highland Drive, Suite 100, Salt Lake City, UT, 84117

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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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Employment History
Current Registrations
Peterson Rogers Private Wealth, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Maddix Holdings
February 2023 - December 2023 · 10 mos
Axxcess Wealth Management, LLC
September 2022 - May 2023 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - September 2022 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - September 2022 · 5 yrs 2 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.