Peter Timothy Danilaitis

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 10/2014 → 11/2016
  Wells Fargo Advisors Llc
  Woodbury, MN
• 11/2016 → 08/2023
  Wells Fargo Clearing Services, Llc
  Woodbury, MN
• 05/2024 → Present
  Fisher Investments
  Plano, TX
• 09/2023 → 05/2024
  Summitview Consultants
  Lebanon, TN

Previous Registrations

• 2014-10-17 → 2023-08-14
  Wells Fargo Clearing Services, Llc
  Bloomington, MN
  Woodbury, MN
  Portland, OR
  Kihei, HI
  Portland, OR
  Bend, OR
  Vancouver, WA
  Brentwood, TN
  Nashville, TN
  Nashville, TN
  Brentwood, TN
  Memphis, TN
• 2011-03-02 → 2014-10-23
  Ameriprise Financial Services, Llc
  Lake Elmo, MN
  Edina, MN
  Edina, MN
• 2007-09-06 → 2011-02-14
  Edward Jones
  St Louis, MO
  St Paul, MN

Exams

• S66 Uniform Combined State Law Examination
  2007-01-19

Other Names

• Peter Danilaitis