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Advisors / North Carolina / Charlotte
25yrs

Peter Vandyk

Financial advisor at Wells Fargo Advisors

Peter Vandyk has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Peter joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.

Charlotte, NC 28202Top 20% by experience in CharlotteFiduciary advisor
Call the officeDirections

At a glance

Experience25 years (since 2001)
How that compares ?Top 20% by experience in Charlotte
Office401 S Tryon St, Charlotte, NC 28202
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 ?1 state

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now

Questions to ask Peter

Tailored to Peter’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Peter’s local office at (704) 944-1820 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Peter Vandyk.

How long has Peter been a financial advisor?

Peter has been in the industry since 2001, about 25 years. Top 20% by experience in Charlotte.

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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