Morgan Stanley
43yrs
Top advisor by experience in Elmira
16yrs
Peter Schweizer
Full name on record: Peter Stuart Schweizer
Financial advisor at Raymond James Financial Services Advisors
Peter Schweizer is a fiduciary financial advisor in Elmira, New York, with 16 years in the industry. After three years at Wells Fargo Advisors, Peter joined Raymond James Financial Services Advisors in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 38 advisors with offices in Elmira, and one of 27 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 53% of advisors in New York
Office930 W Church Street, Elmira, NY 14905
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2010 – 2013Wells Fargo Clearing Services, LLCPreviously
Contact Peter
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Peter. 930 W Church StreetElmira, NY 14905Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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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 Raymond James Financial Services Advisors at (727) 567-3020 and ask for Peter Schweizer. Peter works from the Elmira, NY office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2010, about 16 years. More experience than 53% of advisors in New York.
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?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, 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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