Peter Stephen Staab
Investment adviser representative at Centura Wealth Advisory
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Centura Wealth Advisory LLCOct 2022 to now
- National Sports ForumJul 2020 to Jul 2022
- Full Time StudentAug 2013 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Centura Wealth Advisory
Legal name: Ccg Wealth Management, LLC
$1.2BAssets managed
588Clients
18Advisers
8 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
- 7801126
- Firm CRD
- 296985