Ameriprise Financial Services
43yrs
Top advisor by experience in Gaithersburg
30yrs
Based in Gaithersburg, Maryland, Peter Chen is a fiduciary financial advisor with 30 years of industry experience. Peter has been with Advice and Planning Services since 2016; before that, Peter spent two years at Independent Financial Group and seven years at Calibre Consulting Group. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 109 advisors with offices in Gaithersburg, and one of 101 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 8% by experience at Advice and Planning Services
OfficeGaithersburg, MD
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
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
- 2016 – now
- Jun 2014 – Feb 2016Independent Financial Group, LLCPreviously
- 2003 – 2010Calibre Consulting Group LLCPreviously
- Apr 2002 – Dec 2002Sentra Securities CorporationPreviously
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 Advice and Planning Services at (212) 490-9000 and ask for Peter Chen. Peter works from the Gaithersburg, MD office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1996, about 30 years. Top 8% by experience at Advice and Planning Services.
What licenses does Peter hold?
Series 63, Series 65, Series 66. 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?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. 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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