Peter S. Wyrough

VALUEWEALTH SERVICES

Annapolis, MD 21401

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CRD#: 1291706

Professional summary

Peter Stuart Wyrough, CFP® is a registered financial advisor currently at VALUEWEALTH SERVICES, LLC located in Annapolis, Maryland and DMK ADVISOR GROUP, INC. located in Edgewater, Maryland.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Peter has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 10 and Series 9 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. FORMING A COMPANY THAT WILL DEVELOP AND SELL A FINANCIAL AND INVESTMENT SOFTWARE TOOL, CURRENTLY IN THE PATENT PROCESS, FOR PORTABLE DIGITAL DEVICES. Work from my residential location and no compensation as of yet. INVOLVES A FEW HOURS DURING THE WEEK, MOSTLY AFTER BUSINESS HOURS. 2. Writting a Book. Work from my residential location and no compensation as of yet. INVOLVES A FEW HOURS DURING THE WEEK, MOSTLY AFTER BUSINESS HOURS. 3. Executor of an Estate and I AM A TRUSTEE FOR AN ACCOUNT THAT BENEFITS A RELATIVE'S CHILDREN. I PROVIDE INVESTMENT ADVISORY SERVICES ON THIS ACCOUNT RELATIONSHIP. AT SOME POINT I May HIRE AN INVESTMENT ADVISOR TO PROVIDE ADVICE TO ME FOR THE BENEFIT OF THE CHILDREN.I PROVIDE INVESTMENT ADVISORY SERVICES ON THIS ACCOUNT RELATIONSHIP. AT SOME POINT I MAY HIRE AN INVESTMENT ADVISOR TO PROVIDE ADVICE TO ME FOR THE BENEFIT OF THE CHILDREN. 4. Member of Society of Cinncinati of Maryland, Chariman of Education, Chairman of Fellowship Committee. Work performed outside business hours. 5. FINANCIAL ADVISOR, DMK ADVISOR GROUP, TRANSACT INSURANCE PRODUCTS, APPROXIMATELY 5 HOURS A MONTH IN THIS ENDEAVOR 6. Market and Sell Fixed Annuities through Broker's International

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Stuart Wyrough'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®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

August 30, 2019 - Present

VALUEWEALTH SERVICES, LLC

Office #1: 2444 Solomons Island Rd Suite 212, Annapolis, MD 21401

RIA

CRD#: 304049

Annapolis, MD

Current

January 5, 2022 - Present

DMK ADVISOR GROUP, INC.

Office #2: 2444 Solomons Island Rd., Ste. 212, Annapolis, MD 21401

RIA

CRD#: 41067

Edgewater, MD

Current

November 1, 2018 - Present

DMK ADVISOR GROUP, INC.

Office #1: 2444 Solomons Island Rd., Ste. 212, Annapolis, MD 21401

RIA

CRD#: 41067

Annapolis, MD

Past

June 3, 2021 - December 31, 2021

DMK ADVISOR GROUP, INC.

RIA

CRD#: 41067

LUTZ, FL

Past

May 10, 2019 - March 12, 2020

THE INSTITUTE

RIA

CRD#: 127207

Annapolis, MD

Past

March 15, 2017 - April 30, 2019

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

Annapolis, MD

Past

November 29, 2016 - January 3, 2017

SOWELL MANAGEMENT

RIA

CRD#: 127145

Annapolis, MD

Past

September 7, 2012 - November 1, 2018

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ANNAPOLIS, MD

Past

August 9, 2012 - June 19, 2017

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

ANNAPLOIS, MD

Past

November 4, 2008 - August 13, 2012

BROKERSXPRESS LLC

RIA

CRD#: 127081

DUNKIRK, MD

Past

October 24, 2008 - August 13, 2012

BROKERSXPRESS LLC

CRD#: 127081

DUNKIRK, MD

Past

April 13, 2004 - August 15, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

DUNKIRK, MD

Past

April 1, 2004 - August 15, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

DUNKIRK, MD

Past

February 13, 2002 - April 6, 2004

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

DUNKIRK, MD

Past

October 5, 1989 - April 6, 2004

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

September 1, 1989 - September 25, 1989

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

April 23, 1985 - September 6, 1989

JOHNSTON, LEMON & CO. INCORPORATED

CRD#: 473

WASHINGTON, DC

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".

VALUEWEALTH SERVICES, LLC

VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA

Registered Investment Advisory firm - (6/21/2019 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(8/30/2019)

California
(11/10/2022)

Florida
(1/4/2019)

IAR

Florida
(10/16/2019)

Maryland
(11/2/2018)

IAR

Maryland
(8/30/2019)

New York
(1/4/2019)

North Carolina
(1/4/2019)

Ohio
(1/4/2019)

IAR

Ohio
(8/30/2019)

South Carolina
(11/10/2022)

Virginia
(11/2/2018)

IAR

Virginia
(8/30/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/25/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/6/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/29/2004

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

VALUEWEALTH SERVICES, LLC

VALUEWEALTH | VALUEWEALTH SERVICES, LLC

CRD#: 304049 / SEC#: 801-116846

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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Contact information

Main Address

2444 Solomons Island Rd Suite 212, Annapolis, MD 21401

Mailing Address

Phone number

(410) 286-9230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE VALUEWEALTH 9.25 (9/18/2025)

2B BROCHURE COOK 12.24 (3/14/2025)

2B BROCHURE WYROUGH 3.24 (3/14/2025)

2B BROCHURE BUCHHEISTER 7.24 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 242,143,293

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 S. Wyrough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Stuart Wyrough's CRS (Customer Relationship Summary).

Certified licenses

Experience

DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC.

THE INSTITUTE

INSTITUTE FOR WEALTH ADVISORS, INC.

SOWELL MANAGEMENT

PURSHE KAPLAN STERLING INVESTMENTS

CONCERT WEALTH MANAGEMENT

BROKERSXPRESS LLC

BROKERSXPRESS LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

JOHNSTON, LEMON & CO. INCORPORATED

Primary Firm SEC Registration

VALUEWEALTH SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Series 63

Date: 4/25/1985

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/20/1985

Series 10

Date: 7/6/2004

Series 9

Date: 6/29/2004

FINRA

Current Firm

VALUEWEALTH SERVICES, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALUEWEALTH SERVICES, LLC

TRUST BUT VERIFY

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