Peter Wernau, financial advisor Gloucester MA

Peter Wernau

CRD Number: 4741275
Current Firm: Wernau Asset Management

Peter Wernau (CRD# 4741275) is an Investment Advisor Representative working at Wernau Asset Management in Gloucester, MA and has over 20 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Wernau Asset Management Inc. Boston, MA Oct 2003 - Current 20
Back Bay Mortgage Brokers LLC Boston, MA Dec 2010 - Dec 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Peter C. Wernau
Phone Number: 617-871-0029
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $769,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States

MA, NH, NY

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