Peter J. Deakos

DEARBORN PARTNERS L.L.C.

Edwardsville, IL

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CRD#: 3175032

Professional summary

Peter J Deakos, who also goes by Peter Joseph Deakos, is a registered financial advisor currently at DEARBORN PARTNERS L.L.C. located in Edwardsville, Illinois.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 7 firms and has passed the Series 63, SIE, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Joseph Deakos

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.

St. Boniface Finance Council member, 9/2018. Approx. 1/hr/mo. O/hr/mo during trading trading hours. The Finance council reviews financial statements and conditions of parish/school and advises pastor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter J Deakos'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 25, 2018 - Present

DEARBORN PARTNERS L.L.C.

RIA

CRD#: 108147

Edwardsville, IL

Past

September 24, 2018 - September 26, 2018

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

July 19, 2010 - October 5, 2011

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

June 21, 2010 - January 6, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

June 21, 2010 - April 10, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

June 21, 2010 - April 10, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

August 22, 2000 - November 7, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

DEARBORN PARTNERS L.L.C.

CRD#: 108147 / SEC#: 801-54279

RIA

Registered Investment Advisory firm - (4/24/1997 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

Illinois
(9/25/2018)

IAR

Missouri
(9/25/2018)

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: 12/22/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 8/6/2010

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 8/21/2000

General Securities Representative Examination

Current Firm

DEARBORN PARTNERS L.L.C.

CRD#: 108147 / SEC#: 801-54279

RIA

Registered Investment Advisory firm - (4/24/1997 Approved)

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Contact information

Main Address

200 W Madison St Suite 1950, Chicago, IL 60606

Mailing Address

Phone number

(312) 795-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEARBORN PARTNERS LLC FORM ADV BROCHURE MARCH 21, 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,837
AUM (Assets Under Management)	$ 3,533,103,194

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 J. Deakos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter J Deakos's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

AVANTAX INVESTMENT SERVICES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

DEARBORN PARTNERS L.L.C.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/2000

SIE

Date: 9/26/2018

Series 87

Date: 8/6/2010

Series 7

Date: 8/21/2000

Current Firm

DEARBORN PARTNERS L.L.C.

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEARBORN PARTNERS L.L.C.

TRUST BUT VERIFY

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