Peter Moschak, financial advisor Johnson City NY
89 score

Peter Moschak

CRD Number: 6218348
Current Firm: Wells Fargo Advisors, LLC

Peter Moschak (CRD# 6218348) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Johnson City, NY and has over 3 years of experience in the finance industry.

Similar Advisors
Harold Sasnowitz, financial advisor Johnson City NY
Harold Sasnowitz
CRD# 5313969
Berk Cleveland Rathmell Wealth Strategies, LLC
Score
101
Similar Advisors
Dirk Olds, financial advisor Johnson City NY
Dirk A. Olds
CRD# 2324104
Ambassador Advisors, LLC
Score
98
Similar Advisors
Kathleen Bartlow, financial advisor Johnson City NY
Kathleen O. Bartlow
CRD# 1206217
Columbia Ridge Capital Management
Score
96
Company Name Location Dates Years
Wells Fargo Advisors, LLC Johnson City, NY Jun 2013 - Current 3
Broome County Johnson City, NY Oct 2005 - Jun 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Peter J. Moschak
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Peter Moschak and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.