Peter Wierzbicki, financial advisor Guerneville CA
93 score

Peter Wierzbicki

CRD Number: 1806343
Current Firm: Cambridge Investment Research Advisors, Inc.

Peter Wierzbicki (CRD# 1806343) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Guerneville, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2008 - Current 8
Cambridge Investment Research, Inc. Fairfield, IA Jan 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Peter M. Wierzbicki
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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