Peter A. Delgreco

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  South Waltham, MA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  South Waltham, MA

Previous Registrations

• 2002-05-07 → 2007-10-01
  Freedom Capital Management Llc
  Boston, MA

Other Businesses

POWER OF ATTORNEY FOR COUSIN; INV RELATED; LEXINGTON, MA; START: 11/1/17; 0 HR/MO; 0 DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, SOUTH WALTHAM, MA, START: 11/01/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING. WINCHETER COUNTRY CLUB 401K PLAN, INVT RELATED, WINCHESTER, MA, INVESTMENT COMMITTEE MEMBER, START DATE 02/01/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING ONLY THE WORK THAT THE PENSION CONSULTANT HAS DONE FOR PLAN PARTICIPANTS.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-01

Designations

• Chartered Financial Analyst

Other Names

• Peter Delgreco