Peter Abbate, financial advisor Orlando FL

Peter Abbate

CRD Number: 6127350
Current Firm: Valic Financial Advisors, Inc.

Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orlando, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Orlando, FL Oct 2020 - Current < 1
Pnc Bank Orlando, FL Feb 2020 - Oct 2020 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando, FL Aug 2019 - Jan 2020 < 1
Bank Of America, N.a. Orlando, FL Aug 2019 - Jan 2020 < 1
Jp Morgan Chase Bank, N.a. Orlando, FL Feb 2018 - Aug 2019 1
Jp Morgan Securities, LLC Orlando, FL Feb 2018 - Aug 2019 1
Valic Financial Advisors, Inc. Orlando, FL Apr 2016 - Mar 2018 1
Massachusetts Mutual Life Insurance Co Tampa, FL Mar 2015 - Jan 2016 < 1
Mml Investors Services, LLC Tampa, FL Apr 2015 - Dec 2015 < 1
Transamerica Financial Advisors, Inc. Orlando, FL Mar 2013 - Apr 2015 2
Black Belt Group, LLC Estero, FL Aug 2008 - Mar 2013 4
First Command Financial Planning, Inc. Orlando, FL Oct 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Peter Abbate
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    23,333
    MILLIONS
  • Total Number of Accounts
    394,305
    ACCOUNTS
  • Average Account Value
    $59,175
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV, WY

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