Peter Ferriello (CRD# 4970081) is an Investment Advisor Representative working at Ashworth Wealth, LLC in South Jordan, UT and has over 17 years of experience in the finance industry. Peter Ferriello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Company Name | Location | Dates | Years |
---|---|---|---|
Royal Alliance Associates, Inc. | Salt Lake City, UT | Sep 2020 - Current | 3 |
Ashworth Wealth, LLC | Salt Lake City, UT | Sep 2020 - Current | 3 |
Pmf Enterprises Inc. | New City, NY | Dec 2015 - Current | 8 |
Fsc Securities Corp | Atlanta, GA | May 2016 - Sep 2020 | 4 |
J.p. Morgan Securities LLC | Pomona, NY | Oct 2012 - May 2016 | 3 |
Rebel Fitness, Llc (rockland Strength And Conditioning Llc) | Orangeburg, NY | Apr 2010 - Aug 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- UT
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Total Assets Under Management288MILLIONS
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Total Number of Accounts823ACCOUNTS
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Average Account Value$349,886
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IA, MI, NE, NV, NY, TX, UT
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