Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
25yrs
Peter James Cotter
Financial advisor at Wells Fargo Advisors
Based in Boston, Massachusetts, Peter James Cotter is a fiduciary financial advisor with 25 years of industry experience. Peter has been with Wells Fargo Advisors since 2025; before that, Peter spent 13 years at UBS Financial Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3764 advisors with offices in Boston, and one of 3310 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors in Boston
Office125 High St Suite 1359a, Boston, MA 02110
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 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2025UBS Financial Services Inc.Previously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- 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 James Cotter. Peter works from the Boston, MA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2001, about 25 years. More experience than 74% of advisors in Boston.
What licenses does Peter hold?
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?
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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