Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
23yrs
Peter Steelman
Financial advisor at Wells Fargo Advisors
Based in Houston, Texas, Peter Steelman is a fiduciary financial advisor with 23 years of industry experience. Peter has been with Wells Fargo Advisors since 2026; before that, Peter spent six years at Garcia Hamilton & Associates. Peter holds the CFA designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors in Texas
Office825 Town And Country Ln Suite 300, Houston, TX 77024
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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2003 – 2009Garcia Hamilton & Associates LPPreviously
Contact Peter
Local office(713) 468-6552Ask for Peter. (314) 875-3000Main office · St. Louis, MO 825 Town And Country Ln Suite 300Houston, TX 77024Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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 Peter’s local office at (713) 468-6552 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Peter Steelman.
How long has Peter been a financial advisor?
Peter has been in the industry since 2003, about 23 years. More experience than 72% of advisors in Texas.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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