Peter Elliot Marshall
Investment adviser representative at Arete Wealth Advisors, LLC
17 yearsExperience
3 statesRegistered in
$2.7BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Arete Wealth Advisors, LLCJul 2022 to now
- Arete Wealth Management LLCJul 2022 to now
- National Asset MangementFeb 2019 to Jul 2022
- National Securities CorpFeb 2019 to Jul 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2019
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2208035
- Firm CRD
- 145488