Peter Rodis
Peter Rodis is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Waltham, MA, with 42 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 Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M 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 | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
400 Fifth Avenue, Suite 520, Waltham, MA, 02451
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter sells non-variable insurance products, including fixed life and fixed annuities. This activity is insurance-related.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Secure Investment Management, LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
New England SecuritiesBroker
New England SecuritiesBroker
Investors Capital CORP.Broker
Sun Investment Services CompanyBroker
John Hancock Distributors, INC.Broker
Phoenix Equity Planning CorporationBroker
Sma Equities, INC.Broker
State Registrations1 state
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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- John Dilorenzo, ChFCOneamerica Securities, INC.
- Simon Heslop, CFAAllworth Financial, L.P.