Peter Stuart Wyrough
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
VALUEWEALTH | VALUEWEALTH SERVICES, LLC
Contact Information
Main Address
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401Phone Number
(410) 286-9230# of Employees
4SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,144AUM (Assets Under Management)
$318,958,490Similar Advisors
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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.
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Primary Firm SEC Registration
VALUEWEALTH | VALUEWEALTH SERVICES, LLC
State Registrations and Notice Filings
(8/30/2019)
(11/10/2022)
(1/4/2019)
(10/16/2019)
(2/12/2026)
(11/2/2018)
(8/30/2019)
(1/4/2019)
(1/4/2019)
(1/4/2019)
(8/30/2019)
(2/12/2026)
(11/10/2022)
(11/2/2018)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2004About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jun 2004About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Stuart Wyrough's CRS (Customer Relationship Summary).
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