Bryan P Peterson
Investment adviser representative at Wells Fargo Advisors
25 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2026 to now
- UnemployedMay 2025 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to May 2025
- UnemployedJul 2024 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2019 to Jul 2024
- Bryan Peterson EngineeringAug 2017 to Mar 2019
- Composite Manufacturing Inc.Nov 2001 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7087763
- Firm CRD
- 19616