Pinnacle Investments
43yrs
Top advisor by experience in Beverly
22yrs
Based in Beverly, Massachusetts, Peter Angle is a fiduciary financial advisor with 22 years of industry experience. Peter has been with Wells Fargo Advisors since 2019; before that, Peter spent a year at UBS Financial Services and four years at Strategic Advisers. 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 111 advisors with offices in Beverly, and one of 98 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors nationwide
Office138 Conant St 4th Floor, Beverly, MA 01915
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
- 2019 – nowWells Fargo Clearing Services, LLCCurrent firm
- Apr 2015 – Jul 2016UBS Financial Services Inc.Previously
- 2008 – 2011Strategic Advisers LLCPreviously
- Dec 2004 – May 2005Morgan Stanley DW 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 Peter’s local office at (978) 524-7690 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Peter Angle.
How long has Peter been a financial advisor?
Peter has been in the industry since 2004, about 22 years. More experience than 65% of advisors nationwide.
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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