Peter Albano (CRD# 1102955) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Monterey, CA and has over 38 years of experience in the finance industry.
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
CRD# 707104
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Castle Rock Wealth Management LLC | Walnut Creek, CA | Oct 2018 - Current | 5 |
| Albano Investment Management | Monterey, CA | Aug 2004 - Mar 2019 | 14 |
| Insight Securities, Inc. | Highland Park, IL | Jan 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- CA
-
Total Assets Under Management486MILLIONS
-
Total Number of Accounts1,604ACCOUNTS
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Average Account Value$302,855
- A percentage of assets under your management
- 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
AZ, CA, CO, ID, MT, NV, NY, OR, TX, WA
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