Morgan Stanley
47yrs
Top advisor by experience in Sacramento
35yrs
Peter Frederick has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Sacramento, California. After four years at Morgan Stanley and 12 years at Citigroup Global Markets, Peter joined Wells Fargo Advisors in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 622 advisors with offices in Sacramento, and one of 549 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 8% by experience in California
Office400 Capitol Mall Suite 1700, Sacramento, CA 95814
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2013Morgan StanleyPreviously
- 1997 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Wells Fargo Advisors at 314-875-3000 and ask for Peter Frederick. Peter works from the Sacramento, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1992, about 35 years. Top 8% by experience in California.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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