Peter Hays Cole
Investment adviser representative at Osaic Wealth, Inc.
41 yearsExperience
1 stateRegistered in
ChFC®Designation
$234.9BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
41 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Pathway To ProsperityDec 2005 to now
- Peter H. Cole, ChfcOct 2001 to now
- Insight Financial GroupAug 2000 to now
- Sierra Institute for Contemporary Gestault TherapyJan 1992 to now
- Peter H. Cole, Lcsw / Sierra Psychotherapy GroupAug 1988 to now
- University of California Medical CenterAug 1988 to now
- Peter H. Cole, LcswJan 1985 to now
- EverbankJun 2006 to Jan 2018
- Securities America Advisors, Inc.Apr 2001 to Jun 2024
- Securities America, Inc.Apr 2000 to Jun 2024
- Pacific Center for Therapist DevelopmentJan 1997 to Jan 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4146234
- Firm CRD
- 23131