Peter Giorgio Carolan

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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
  San Francisco, CA
• 11/2016 → 02/2021
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 02/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Walnut Creek, CA

Previous Registrations

• 2008-10-31 → 2021-02-19
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  Palo Alto, CA
  Walnut Creek, CA
  San Francisco, CA
  San Francisco, CA
  Orinda, CA

Other Businesses

STELVIO WEALTH PARTNERS, LLC; INVESTMENT RELATED; ORINDA, CA; 100% OWNERSHIP; START DATE 02/19/2021; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 120; FINET PRACTICE. SOFIA ITALIAN FOODS & REAL TORINO, INC, NOT INVESTMENT RELATED, MORRISTOWN, NJ, VICE PRESIDENT, START DATE 9/22/2023, 15 HOURS PER MONTH, 0 DURING TRADING, UPDATE INVENTORY, HANDLING INVOICES AND ORDERS. REAL TORINO INC; NOT INV RELATED; BROOKSIDE, NJ; 100% OWNERSHIP; START DATE 9/30/2024; 15 HOURS PER MONTH; 0 DURING TRADING; OWNER OF ITALIAN SPECIALITY FOOD COMPANY. STELVIO WEALTH PARTNERS LLC DBA STELVIO PRIVATE WEALTH ; INV RELATED;GREENWICH,CT; ESTABLISHING REGISTERED INVESTMENT ADVISER;100% OWNERSHIP; START DATE: 7/24/2026; 20 HRS PER MONTH; 20 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2008-10-30

Designations

• Certified Financial Planner

Other Names

• Peter Carolan
• Pete Carolan
• Peter G Carolan
• Peter Giorgio Carolan