Peter Karl Berneburg

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2010 → 08/2018
  Capital One Investment Services Llc
  Bethesda, MD
• 01/2015 → 08/2018
  Capital One Sharebuilder, Inc.
  Mclean, VA
• 01/2015 → Present
  Sharebuilder 401K
  Seattle, WA
• 02/2019 → 01/2024
  Woodbury Financial Services Inc
  Rockville, MD
• 01/2024 → Present
  Osaic Wealth, Inc.
  North Bethesda, MD

Previous Registrations

• 2019-02-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  North Bethesda, MD
• 2015-01-28 → 2018-08-07
  Capital One Advisors, Llc
  Seattle, WA
  Mclean, VA
• 2010-04-26 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
• 1997-03-28 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD

Other Businesses

1) BULL MARKET LLC POSITION: Self NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2021 ADDRESS: 4502 Franklin Street, Kensington MD 20895, United States DESCRIPTION: Owner of LLC used for business checking/credit card accounts only, not held out to the public. 2) SYMMETRY FINANCIAL PARTNERS POSITION: Wealth Advisor / Financial Planner NATURE: insurance, financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/24/2022 ADDRESS: 11810 Grand Park Avenue, Suite 500, N Bethesda MD 20852, United States DESCRIPTION: outside insurance and financial planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-03
• S63 Uniform Securities Agent State Law Examination
  1996-02-16

Designations

• Certified Financial Planner

Other Names

• Pete Berneburg