Peter Delaveaga, financial advisor Lafayette CA

Peter Delaveaga

CRD Number: 3074379
Current Firm: Ernst & Young Investment Advisers LLP

Peter Delaveaga (CRD# 3074379) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Lafayette, CA and has over 15 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor Lafayette CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Lafayette CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
David Dabora, financial advisor Lafayette CA
David M. Dabora
CRD# 2626420
Alpha Blue Capital
Company Name Location Dates Years
Parodi & De Laveaga Lafayette, CA Jan 1999 - Current 25
Ernst & Young LLP San Francisco, CA Jan 1994 - Current 30
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Peter M. Delaveaga
Phone Number: 800-273-0588
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.