Peter Sprayregen (CRD# 4091545) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 23 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Jul 2021 - Current | 2 |
| Berkshire Hathaway Home Services | Marion, MA | Jan 2021 - Jul 2021 | < 1 |
| Jl+core Real Estate And Property Management | Boston, MA | Mar 2019 - Jan 2021 | 1 |
| Compass Real Estate | Cambridge, MA | Sep 2018 - Mar 2019 | < 1 |
| Coldwell Banker Lanmarks Real Estate | Vineyard Haven, MA | Nov 2015 - Sep 2018 | 2 |
| Tracker Home Decor | Edgartown, MA | Mar 2015 - Oct 2015 | < 1 |
| Airport Fitness | Edgartown, MA | Dec 2014 - Mar 2015 | < 1 |
| Marthas Vineyard Public Schools | Edgartown, MA | Sep 2014 - Dec 2014 | < 1 |
| Marthas Vineyard Public Schools | Oak Bluffs, MA | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- MA
- RI
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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