Peter L. Voss

CLEARWAVE CAPITAL

UPLAND, CA 91786

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CRD#: 1176447

Professional summary

Peter Leroy Voss is a registered financial advisor currently at CLEARWAVE CAPITAL located in Upland, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Peter has worked at 5 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SELLING FIXED INSURANCE, INCLUDING HEALTH INSURANCE AND EMPLOYEE GROUP AND INDIVIDUAL BENEFITS, SPENDS 50 PERCENT OF TIME ENGAGED IN ACTIVITY, INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Leroy Voss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2025 - Present

CLEARWAVE CAPITAL

Office #1: 1425 West Foothill Blvd Suite 120, Upland, CA 91786

RIA

CRD#: 337738

UPLAND, CA

Past

November 6, 2006 - September 2, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

UPLAND, CA

Past

February 17, 1998 - September 2, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

UPLAND, CA

Past

February 3, 1998 - February 12, 1998

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

March 11, 1996 - December 3, 1997

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

August 29, 1986 - January 4, 1996

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

February 1, 1984 - July 22, 1986

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEARWAVE CAPITAL

CLEARWAVE CAPITAL | CLEARWAVE CAPITAL, LLC

CRD#: 337738 / SEC#: 801-134103

RIA

Registered Investment Advisory firm - (8/5/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/3/2025)

IAR

Texas
(9/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/22/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 22

Date: 2/9/1987

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 1/30/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLEARWAVE CAPITAL

CLEARWAVE CAPITAL | CLEARWAVE CAPITAL, LLC

CRD#: 337738 / SEC#: 801-134103

RIA

Registered Investment Advisory firm - (8/5/2025 Approved)

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Contact information

Main Address

1425 West Foothill Blvd Suite 120, Upland, CA 91786

Mailing Address

Phone number

(909) 949-9446

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	921
AUM (Assets Under Management)	$ 375,495,241

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter L. Voss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Leroy Voss's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

NYLIFE SECURITIES LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

CLEARWAVE CAPITAL

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/1998

SIE

Date: 10/1/2018

Series 22

Date: 2/9/1987

Series 6

Date: 1/30/1984

Current Firm

CLEARWAVE CAPITAL

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEARWAVE CAPITAL

TRUST BUT VERIFY

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