Peter E. Girolamo

RETIREMENT WEALTH CENTER

Thousand Oaks, CA 91360

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CRD#: 4912739

Professional summary

Peter Eugene Girolamo is a registered financial advisor currently at RETIREMENT WEALTH CENTER INC located in Thousand Oaks, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Peter has worked at 5 firms and has passed the Series 66 and Series 7 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.

OWNER,CPA FIRM - GIROLAMO & COMPANY, CPAS - 100 E. THOUSAND OAKS BLVD. #276, THOUSAND OAKS, CA 91360 - ACCOUNTING, PAYROLL, INCOME TAX PLANNING AND PREPARATION APPROXIMATELY 10 HOURS PER MONTH, NO HOURS DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Eugene Girolamo's 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

July 19, 2017 - Present

RETIREMENT WEALTH CENTER INC

Office #1: 100 E Thousand Oaks Blvd #276, Thousand Oaks, CA 91360

RIA

CRD#: 288964

Thousand Oaks, CA

Past

January 7, 2015 - October 30, 2017

BERNZOTT CAPITAL ADVISORS

RIA

CRD#: 104583

CAMARILLO, CA

Past

December 3, 2010 - December 18, 2015

RETIREMENT WEALTH CENTER INC

RIA

CRD#: 154743

THOUSAND OAKS, CA

Past

January 23, 2009 - November 30, 2010

FINANCIAL WEST GROUP

RIA

CRD#: 16668

THOUSAND OAKS, CA

Past

September 16, 2005 - November 30, 2010

FINANCIAL WEST GROUP

CRD#: 16668

THOUSAND OAKS, CA

Past

May 20, 2005 - September 19, 2005

WESTMINSTER FINANCIAL SECURITIES, INC.

CRD#: 20677

BEAVERCREEK, OH

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
(7/19/2017)

IAR

Nevada
(3/12/2025)

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

IAR

Series 66

Date: 6/9/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/2005

General Securities Representative Examination

Current Firm

RETIREMENT WEALTH CENTER INC

CRD#: 288964 / SEC#:

California

Registered Investment Advisory firm - (7/19/2017 Approved)

Nevada

Registered Investment Advisory firm - (3/11/2025 Approved)

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Contact information

Main Address

100 E Thousand Oaks Blvd #276, Thousand Oaks, CA 91360

Mailing Address

Phone number

(805) 778-9277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 40,156,835

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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Peter E. Girolamo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Eugene Girolamo's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT WEALTH CENTER INC

BERNZOTT CAPITAL ADVISORS

RETIREMENT WEALTH CENTER INC

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

WESTMINSTER FINANCIAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2005

Series 7

Date: 5/19/2005

Current Firm

RETIREMENT WEALTH CENTER INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT WEALTH CENTER INC

TRUST BUT VERIFY

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