Peter
Smegielski
Arbor Point Advisors
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About this Advisor
Peter Smegielski is a financial advisor based in San Diego, California, working with Arbor Point Advisors. Peter has previously held positions at Wells Fargo Bank, N.A, Bbva Securities Inc, Wells Fargo Advisors LLC, Compass Bank, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency, Inc, Pfg Advisors, Securities America, Inc, Arbor Point Advisors, and Osaic Wealth, Inc. Peter has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Peter is part of Arbor Point Advisors, which operates out of San Diego, California. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Point Advisors Brokerage Details
$6,929,575,682
2,643
28,010
$247,396
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 Smegielski Work History
Osaic Wealth, Inc
Arbor Point Advisors
Securities America, Inc
Compass Bank
Pfg Advisors
Bbva Securities Inc
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
Disclosures
Please visit the SEC profile of Peter Smegielski 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 Arbor Point Advisors
Malaga, WA
Omaha, NE
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Boise, ID
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Omaha, NE
Daytona Beach Shores, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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