PW
Peter J. Winovich
AMERITAS ADVISORY SERVICES
TOLEDO, OH 43615
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CRD#: 5627020
PW
Professional summary
Peter John Winovich III, who also goes by Pete Winovich, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Toledo, Ohio and AMERITAS INVESTMENT COMPANY, LLC located in Toledo, Ohio.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Peter has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pete Winovich
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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * OAK WIN DEVELOPMENT LLC; 300 OAKWOOD CT, PITTSBURGH, PA 15025; NON-INV REL; LLC FOR REAL ESTATE; OWNER; START DATE=01/2022; HRS/MO=1; TRADING HRS/MO=0; LLC USED TO PURCHASE UNDEVELOPED LAND * RENTAL PROPERTY; NON INV REL; 808 E 11TH AVE, MUNHALL, PA 15120; RENTAL PROPERTY; OWNER; START DATE=11/2011; HRS/MO=1; TRADING HRS/MO=0; COLLECT RENT AND MANAGE PROPERTY * Winovich Wealth Partners; same as branch; inv rel; provide financial services; Owner; start date=09/2024; hrs/mo=180; trading hrs/mo=32; lead the financial services firm towards growth and retention of current clients
CRS (Client Relationship Summary) - RIA
Click below to view Peter John Winovich III'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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 5755 Park Center Court, Toledo, OH 43615RIA
CRD#: 317245
TOLEDO, OH
Current
January 23, 2009 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 5755 Park Center Court, Toledo, OH 43615BD
CRD#: 14869
TOLEDO, OH
Past
December 15, 2015 - September 16, 2024
WILCOX FINANCIAL, INC.
RIA
CRD#: 121555
TOLEDO, OH
Past
November 16, 2009 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
TOLEDO, OH
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".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 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.RR
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
RR
Alabama(12/18/2015)
RR
Arizona(1/24/2012)
RR
Arkansas(3/15/2018)
RR
California(5/2/2014)
RR
Colorado(5/25/2018)
RR
Connecticut(7/30/2014)
RR
Delaware(10/9/2019)
RR
District of Columbia(3/29/2021)
RR
Florida(4/26/2010)
RR
Georgia(7/7/2011)
RR
Idaho(3/16/2021)
RR
Illinois(5/29/2009)
RR
Indiana(8/11/2009)
RR
Iowa(4/25/2016)
RR
Kansas(11/30/2021)
RR
Kentucky(10/23/2009)
RR
Louisiana(10/28/2019)
RR
Maryland(12/4/2024)
RR
Massachusetts(6/12/2013)
RR
Michigan(5/29/2009)
RR
Minnesota(6/15/2018)
RR
Mississippi(3/12/2020)
RR
Missouri(8/24/2016)
RR
Nebraska(11/21/2014)
RR
Nevada(10/31/2022)
RR
New Jersey(5/7/2019)
RR
New Mexico(6/30/2015)
RR
New York(5/18/2010)
RR
North Carolina(11/7/2011)
RR
Ohio(1/23/2009)
IAR
Ohio(11/1/2021)
RR
Oklahoma(2/11/2015)
RR
Pennsylvania(10/23/2009)
RR
Rhode Island(10/11/2021)
RR
South Carolina(4/26/2010)
RR
South Dakota(2/6/2015)
RR
Tennessee(6/20/2011)
RR
Texas(6/29/2012)
IAR
Texas(11/1/2021)
RR
Utah(6/15/2020)
RR
Virginia(4/28/2011)
RR
Washington(6/21/2018)
RR
West Virginia(6/30/2014)
RR
Wisconsin(7/17/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
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.
