Peter Anthony Scocca

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

• 10/2013 → 10/2022
  Fidelity Investments
  Millburn, NJ
• 07/2018 → 10/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2022 → Present
  Wells Fargo Clearing, Llc
  Summit, NJ

Previous Registrations

• 2018-07-13 → 2022-11-02
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-11-20 → 2018-07-13
  Strategic Advisers Llc
  Millburn, NJ
• 2009-06-12 → 2013-10-01
  Wells Fargo Clearing Services, Llc
  Florham Park, NJ
• 2007-03-02 → 2009-02-11
  Ubs Financial Services Inc.
  Florham Park, NJ
• 2007-02-07 → 2007-03-06
  Citigroup Global Markets Inc.
  Florham Park, NJ

Exams

• S66 Uniform Combined State Law Examination
  2007-01-30

Designations

• Certified Financial Planner

Other Names

• Peter A Scocca
• Peter Anthony Scocca