Peter ZedickCRD Number: 5905044
Current Firm: Waddell & Reed
Peter Zedick (CRD# 5905044) is an Investment Advisor Representative working at Waddell & Reed in Fairport, NY and has over 5 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Waddell & Reed, Inc.||Fairport, NY||Mar 2011 - Current||6|
|Various Insurance Carriers For W & R Insurance Agencies||Fairport, NY||Mar 2011 - Current||6|
|Business Networking International Upstate New York||Schenectady, NY||Feb 2014 - Jan 2016||1|
|Fairport Public Library||Fairport, NY||Aug 2014 - Dec 2015||1|
|East End Networkers||Rochester, NY||Oct 2014 - Oct 2015||1|
|East End Networkers Chapter Of Bni||Rochester, NY||Oct 2013 - Mar 2014||< 1|
|Edgemore Development Inc.||Rochester, NY||Apr 2010 - Aug 2011||1|
|Acciona Wind Energy Usa||Chicago, IL||Feb 2005 - Apr 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV