Pete SattayaCRD Number: 5604027
Current Firm: Wells Fargo Advisors, LLC
Pete Sattaya (CRD# 5604027) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wells Fargo Advisors LLC||Bountiful, UT||Jan 2011 - Current||6|
|Wells Fargo Bank, N.a.||Bountiful, UT||Apr 2008 - Current||9|
|Wells Fargo Investments, LLC||Roy, UT||Oct 2008 - Jan 2011||2|
|Wells Fargo Bank||Roy, UT||Oct 2007 - Apr 2008||< 1|
|Wells Fargo Bank||Roy, UT||Apr 2007 - Oct 2007||< 1|
|Wells Fargo Bank||Roy, UT||Feb 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)