Peter Frailey

Current Employers

Wingate Wealth Advisors, Inc.

450 Bedford Street, Lexington, MA 02420-1547 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	1994-04-14

MA RA
APPROVED

Since 1994-04-14

Branch Locations

450 Bedford Street, Lexington, MA 02420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Winslow, Evans & Crocker	Boston	MA	06/2006	Present

06/2006 → Present

Winslow, Evans & Crocker

Boston, MA

Previous Registrations

1994-04-14 → 2013-03-26

Wingate Planning Corp

Lexington, MA

Other Businesses

01/01/1994 TO PRESENT WINGATE PLANNING CORP, 450 BEDFORD ST, LEXINGTON MA 02420 (CRD 108094) - FINANCIAL PLANNING/FINANCIAL PLANNER (40HRS/MO) (2HRS/DAY) 05/15/1986 TO PRESENT WINGATE FINANCIAL CORP, 450 BEDFORD ST, LEXINGTON MA 02420 (CRD 105012) - INVESTMENT ADVISOR REP.(80HRS/MO) (4HRS/DAY)

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-05-25

S63 Uniform Securities Agent State Law Examination

1984-05-25

View on SEC IAPD

Current Employers

Wingate Wealth Advisors, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews