Peter Demilio, financial advisor Memphis TN
93 score

Peter Demilio

CRD Number: 3100235
Current Firm: Wunderlich Securities, Inc.

Peter Demilio (CRD# 3100235) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in Memphis, TN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wunderlich Securities, Inc. Memphis, TN Mar 2009 - Current 7
Stanford Group Company Memphis, TN Aug 2006 - Mar 2009 2
First Tennessee Brokerage Inc. Memphis, TN Jun 1999 - Aug 2006 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Peter F. Demilio
Phone Number: 901-251-1330
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,489
    MILLIONS
  • Total Number of Accounts
    4,309
    ACCOUNTS
  • Average Account Value
    $345,582
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
  • Selection of other advisers (including private fund managers)
  • 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, 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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