Peter
Chow

Cetera Investment Advisers LLC

CRD#6125403
Investment Advisor
in Monterey Park, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Chow is a financial advisor who works in Monterey Park, California, with a total of 5 years of relevant experience. Chow works at Cetera Investment Advisers LLC. Throughout their career, Chow has worked at Jpmorgan Chase Bank, Jpmorgan Securities LLC, Edward Jones, U.S. Bancorp Investments, Inc, East West Bank, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Chow holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in California and Texas. Cetera Investment Advisers LLC is a firm operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets under management across its 176,986 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services are provided. Fees charged by Cetera Investment Advisers LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

855 South Atlantic Boulevard
Monterey Park, CA 91754

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

CA Average: $6,674,516,078
Total Number of Employees

3,094

CA Average: 44
Total Number of Accounts

176,986

CA Average: 2,564
Average Account Size

$188,469

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Peter Chow Work History

Peter has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

East West Bank

2018 - Present (6 years)

Cetera Investment Services LLC

2018 - Present (6 years)

Cetera Investment Advisers LLC

2017 - 2018 (1 year)

U.S. Bancorp Investments, Inc

2015 - 2017 (2 years)

Edward Jones

2012 - 2015 (3 years)

Jpmorgan Chase Bank

2012 - 2015 (3 years)

Jpmorgan Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Chow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Stuart Wilson
Athens, AL
Kevin Delvalle
Jacksonville, FL
Erin Mcclain
Philadelphia, PA
Joseph Charron
Oklahoma City, OK
Eric Siegeltuch
Yonkers, NY
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started