Samuel
Terminello
Peninsula Wealth, LLC
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About this Advisor
Samuel Terminello is a financial advisor based in San Francisco, California, working with Peninsula Wealth, LLC. Samuel has previously held positions at The Vanguard Group, Inc, T-Mobile, Mpay, Yelp, Kohls, Sonoma State University, Facet Wealth, Na, and Peninsula Wealth, LLC. Samuel has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Samuel is part of Peninsula Wealth, LLC, which operates out of San Francisco, California. The firm has 5 employees and manages assets totaling $623.1 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Peninsula Wealth, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peninsula Wealth, LLC Brokerage Details
$623,055,134
5
901
$691,515
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Samuel Terminello Work History
Peninsula Wealth, LLC
Facet Wealth
The Vanguard Group, Inc
T-Mobile
Mpay
Yelp
Na
Kohls
Sonoma State University
Disclosures
Please visit the SEC profile of Samuel Terminello 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 Peninsula Wealth, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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