Peter N Derensis

Current Employers

Employment History

• 11/2016 → 01/2023
  Wells Fargo Clearing Services, Llc
  Norwich, NY
• 01/2023 → 03/2026
  Wells Fargo Advisors Financial Network, Llc
  Norwich, NY
• 03/2026 → Present
  &Partners
  Nashville, TN
• 10/2009 → 11/2016
  Wells Fargo Advisors Llc
  Norwich, NY

Previous Registrations

• 2023-01-20 → 2026-03-16
  Wells Fargo Advisors Financial Network, Llc
  Norwich, NY
• 2009-11-23 → 2023-01-20
  Wells Fargo Clearing Services, Llc
  Norwich, NY

Other Businesses

CHENANGO VALLEY HOME, INV RELATED, NORWICH, NY, FINANCE COMMITTEE MEMBER, START 2/1/2023, 1 HOUR PER MONTH, ZERO HOURS, DURING TRADING, REVIEWING BUDGET, ANNUAL AUDIT OF INVESTMENT PORTFOLIO, DISCUSSING INVESTMENT RISK, ALLOCATIONS, AND INVESTMENT POLICY. PETER DERENSIS, INC, INVT RELATED, NORWICH, NY, 100% OWNERSHIP, START 9/30/2022, 3 HRS PER MONTH, 1 HR DURING TRADING, FINET PRACTICE. NORWICH WEALTH MANAGEMENT LLC, INV RELATED, NORWICH, NY, 34% OWNERSHIP, START 1/2/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FOR FINET PRACTICE.; CO-TRUSTEE FOR NORWICH WEALTH MANAGEMENT, LLC, INV RELATED, NORWICH, NY, START 2/1/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.; TRUSTEE FOR AUNT AND UNCLE, INV RELATED, NORWICH, NY, START 6/5/2023, 5 HOURS A MONTH, 0 HOURS DURING TRADING. NORWICH WEALTH MANAGEMENT LLC POSITION: Managing Partner NATURE: This is the LLC for our Practice. The other members are the 3 other Financial Advisors in our Practice. Financial planning, investment advice and manage portfolios. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 03/10/2026 ADDRESS: Norwich, NY 13815, United States DESCRIPTION: Investment trades, analysis and research. financial planning with clients PETER DERENSIS INC. POSITION: Sole Member NATURE: I hold a S-Corp which is a member of Norwich Wealth Management. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 03/10/2026 ADDRESS: Norwich, NY 13815, United States DESCRIPTION: Day to day operations. CHENANGO VALLEY HOME POSITION: Vice President/Finance Committee Member NATURE: Adult living facility. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/10/2010 ADDRESS: Norwich, NY 13815, United States DESCRIPTION: As a Vice President and Finance Committee member, I oversee budget review and monitoring the organization's investment portfolio for policy alignment and performance. I have no account authority, and no investment advice is provided.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-19
• S63 Uniform Securities Agent State Law Examination
  1994-07-22

Designations

Other Names

• Peter Nicholas Derensis