Peter FascianoCRD Number: 6572325
Current Firm: J. W. Cole Advisors, Inc.
Peter Fasciano (CRD# 6572325) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in White Oak, PA and has over 6 years of experience in the finance industry.
Cetera Advisor Networks LLC
Avantax Advisory Services
|J.w. Cole Advisors, Inc.||Tampa, FL||Apr 2019 - Current||2|
|Synergy Group||White Oak, PA||Feb 2017 - Current||4|
|Pruco Securities, LLC||Pittsburgh, PA||Oct 2015 - Jan 2017||1|
|Arby's Restaurant Group||Irwin, PA||Aug 2006 - Oct 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2015|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management4,594MILLIONS
Total Number of Accounts19,087ACCOUNTS
Average Account Value$240,682
- 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
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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