Peter
Contino

Wells Fargo Clearing Services, LLC

CRD#4618530
Investment Advisor
in Denver, CO
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About this Advisor

Peter Contino is a certified financial planner operating in Denver, Colorado, who has 14 years of work experience. Contino currently works for Wells Fargo Clearing Services, LLC. Over the course of their career, Contino has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC and Stifel Nicolaus & Co., Inc. Contino holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Colorado and Texas. Wells Fargo Clearing Services, LLC is a registered investment company based out of Denver, Colorado. It has offices in 6,557 locations and a total of 26,409 advisors. It handles $473 billion in total assets across its 1,432,715 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides 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 other services. Fees for financial management largely vary depending on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1700 Lincoln St 48Th, 49Th and 50Th Fls [Ma/Md-Rbo]
Denver, CO 80203

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CO Average: $11,469,110,461
Total Number of Employees

26,409

CO Average: 458
Total Number of Accounts

1,432,715

CO Average: 33,415
Average Account Size

$330,143

CO Average: $343,232

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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
  • Other

Peter Contino Work History

Peter has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 years)

Wells Fargo Advisors, LLC

2004 - 2015 (11 years)

Stifel Nicolaus & Co., Inc

Disclosures

Peter Contino has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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