Peter HackenbrackCRD Number: 6754486
Current Firm: Diversified, LLC
Peter Hackenbrack (CRD# 6754486) is an Investment Advisor Representative working at Diversified, LLC in Wayne, PA and has over 4 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Diversified, Llc. Dba Diversified Lifelong Advisors||Wilmington, DE||Jan 2021 - Current||< 1|
|Rosenzweig & Associates Dba Rz Wealth||Wayne, PA||Aug 2017 - Jan 2021||3|
|Minnesota Life||St. Paul, MN||Feb 2017 - Jul 2017||< 1|
|Securian Financial Services Inc.||St. Paul, MN||Feb 2017 - Jul 2017||< 1|
|Delaware Valley Advisors||Huntingdon Valley, PA||Jan 2017 - Jul 2017||< 1|
|Unemployed||Plymouth Meeting, PA||Aug 2016 - Jan 2017||< 1|
|Smg-john Paul Jones Arena||Charlottesville, VA||Sep 2015 - Aug 2016||< 1|
|Smg-bok Center||Tulsa, OK||Nov 2013 - Sep 2015||1|
|Venuworks||California, PA||Oct 2012 - Nov 2013||1|
|California University Of Pa||California, PA||Aug 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2017|
|S65||NASAA Investment Advisors Law Examination||Feb 2018|
Total Assets Under Management915MILLIONS
Total Number of Accounts2,600ACCOUNTS
Average Account Value$351,837
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DE, FL, IL, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
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