Peter RohnCRD Number: 6213099
Current Firm: Wells Fargo Clearing Services, LLC
Peter Rohn (CRD# 6213099) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New York, NY and has over 4 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Wells Fargo Clearing Services LLC||New York, NY||Jan 2018 - Current||4|
|Ubs Financial Services||New York, NY||Nov 2016 - Jan 2018||1|
|Student||Tenafly, NJ||Jan 2007 - Nov 2016||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2017|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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