Peter Colletti, financial advisor Rockford IL
93 score

Peter Colletti

CRD Number: 1084206
Current Firm: Wells Fargo Advisors, LLC

Peter Colletti (CRD# 1084206) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Rockford, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Deerfield, IL Nov 2009 - Current 7
Merrill Lynch Farmington Hills, MI Nov 2008 - Nov 2009 1
Unemployed Livonia, MI Sep 2008 - Nov 2008 < 1
Morgan Stanley & Company, Incorporated Rochester, MI Apr 2007 - Sep 2008 1
Morgan Stanley Bloomfield Hills, MI Aug 2006 - Sep 2008 2
Morgan Stanley Dw Inc. Rochester, MI Aug 2006 - Apr 2007 < 1
Wachovia Securities LLC West Bloomfield, MI Jul 2003 - Aug 2006 3
Prudential Secs/wachovia Secs West Bloomfield, MI Sep 1995 - Aug 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Peter L. Colletti
Phone Number: 314-875-3000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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