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Financial ADVSR advisor directory · SEC adviser records

Peterson Rogers Private Wealth, LLC financial advisors in Salt Lake City, UT

Every SEC-registered investment adviser representative at a Peterson Rogers Private Wealth, LLC office in Salt Lake City, A to Z.

The short answer

4 registered advisors work at Peterson Rogers Private Wealth, LLC in Salt Lake City, out of 4 at the firm nationwide; it ranks number 52 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Peterson Rogers Private Wealth, LLC advisors in Salt Lake City, A to Z

Every Peterson Rogers Private Wealth, LLC advisor →

Peterson Rogers Private Wealth, LLC advisors in every city and state →Peterson Rogers Private Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Salt Lake City

All Salt Lake City advisors →

Strategic Advisers LLC 634Wells Fargo Clearing Services, LLC 210Merrill Lynch, Pierce, Fenner & Smith Incorporated 50Morgan Stanley 45Wasatch Advisors LP 38LPL Financial LLC 34J.P. Morgan Securities LLC 30Ameriprise Financial Services, LLC 18Crewe Advisors 18Raymond James Financial Services Advisors, Inc. 18Sepio Capital, LP 16UBS Financial Services Inc. 16

Questions

How many financial advisors does Peterson Rogers Private Wealth, LLC have in Salt Lake City?

4 investment adviser representatives are registered at Peterson Rogers Private Wealth, LLC offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Peterson Rogers Private Wealth, LLC one of the largest advisor employers in Salt Lake City?

Peterson Rogers Private Wealth, LLC ranks number 52 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.

How do I check a Peterson Rogers Private Wealth, LLC advisor in Salt Lake City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Peterson Rogers Private Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.