RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
28yrs
Peter Haselhoff
Financial advisor at Wells Fargo Advisors
Peter Haselhoff has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Beverly Hills, California. After nine years at Merrill and ten years at UBS Financial Services, Peter joined Wells Fargo Advisors in 2017, 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 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office433 N Camden Dr 9th Floor, Beverly Hills, CA 90210
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
- 2017 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2008 – 2017MerrillPreviously
- 1999 – 2008UBS Financial Services Inc.Previously
Contact Peter
433 N Camden Dr 9th FloorBeverly Hills, CA 90210Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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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 Haselhoff. Peter works from the Beverly Hills, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
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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