UBS Financial Services
47yrs
Top 1% by experience in Nashville
21yrs
Peter Scheffler
Financial advisor at &partners
Based in Nashville, Tennessee, Peter Scheffler is a fiduciary financial advisor with 21 years of industry experience. Peter has been with &partners since 2024; before that, Peter spent a year at RBC Capital Markets and nine years at Wells Fargo Advisors. &partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in Nashville
Office40 Burton Hills Blvd Suite 350, Nashville, TN 37215
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?2 states
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther 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
- 2024 – now&partnersCurrent firm
- Aug 2022 – Jan 2024RBC Capital Markets, LLCPreviously
- 2014 – 2022Wells Fargo Clearing Services, LLCPreviously
Contact Peter
(615) 255-6431&partners main office 40 Burton Hills Blvd Suite 350Nashville, TN 37215Office · Get directions LinkedIn page&partners
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 &partners at (615) 255-6431 and ask for Peter Scheffler. Peter works from the Nashville, TN office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2005, about 21 years. More experience than 64% of advisors in Nashville.
What licenses does Peter hold?
Series 63, 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?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. 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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