Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
34 years
Location
Ruskin, FL 33573
Wells Fargo Advisors
Institution
Peter Sayre is a financial advisor with Wells Fargo Advisors in Ruskin, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as co-trustee of his mother’s trust and trustee of his deceased father’s trust, reflecting involvement in family fiduciary responsibilities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
Ruskin, FL
934 Cypress Village Blvd, Ste B
Ruskin FL 33573
Advisors at this office
1
Florida · Texas
34 years of industry experience
Wells Fargo Advisors
2019 - Present • 7 years
Sun City Center, FL
Wells Fargo Clearing
2016 - 2019 • 3 years
Sun City Center, FL
A. G. Edwards & Sons, Inc.
1994 - 2008 • 14 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 66, Series 7, Series 63, Series 65
St Petersburg, FL
Pmn Financial Associates
Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.
Series 66
Saint Petersburg, FL
Wyand Wealth LLC
Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.
CFP®, Series 63, Series 65
St Petersburg, FL
IQ Retirement Portfolios LLC
Joseph Signorella is a CFP® professional with 23 years of industry experience. He is the sole advisor at IQ Retirement Portfolios LLC and previously worked for JS Financial Capital Management, Inc. for 29 years. Signorella also owns and serves as president of an insurance consultancy, where he holds multiple state insurance licenses. IQ Retirement Portfolios LLC offers advisory services to retail clients, including individuals, trusts, and retirement plans, through an online wrap-fee program combined with supplemental planning and consultation options. The firm uses proprietary algorithms overseen by an internal committee to manage portfolios composed of low-cost, index-tracking ETFs, annuities, and cash, and it incorporates human advisory services along with life and annuity insurance recommendations.
Series 63, Series 65
St Petersburg, FL
Jefferson Financial Planning LLC
Jefferson Christal is a financial advisor at Jefferson Financial Planning LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fisher Investments and Charles Schwab & Co., Inc., as well as service in the United States Air Force. Jefferson Financial Planning LLC provides financial planning services to individuals and high-net-worth clients, focusing on tailored 12-month engagements that address investment, retirement, tax, insurance, college savings, and credit planning. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, primarily recommending ETFs and fixed income while incorporating options strategies.
Series 65
St. Petersburg, FL
Houten Haley Financial LLC
Michael Fargo is the principal advisor at Houten Haley Financial LLC in St. Petersburg, FL. He holds a Series 65 credential and has over 15 years of industry experience, including prior work at Navico. In addition to his advisory role, Mr. Fargo operates a sole proprietorship providing general business consulting and marine services. Houten Haley Financial is a state-registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, applying a combination of fundamental and quantitative analysis with modern portfolio theory to develop customized investment strategies.
CFP®, Series 63
St. Petersburg, FL
New Perspective Wealth Management
Nicholas Dawson is a CFP® with 17 years of industry experience. He is the principal advisor at New Perspective Wealth Management, an independent firm he has led since 2021. Prior to that, he spent 12 years at Franklin Templeton Investments. Outside of advisory work, he consults on physical supply and hedging strategies for propane and oil and gas retailers through New Perspective LLC. New Perspective Wealth Management serves individual and high-net-worth clients, offering discretionary investment management along with financial planning and consulting. The firm’s investment approach focuses on long-term asset allocation using a mix of actively managed mutual funds, ETFs, and individual stocks, maintaining a relatively concentrated, long-biased portfolio.
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