RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
New
Peter Ward
Financial advisor at Equitable Advisors
Peter Ward is a fiduciary financial advisor in Minneapolis, Minnesota, registered since Jul 2026. Peter joined Equitable Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
OfficeTwo Meridian Crossings Suite 450, Minneapolis, MN 55423
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- Sep 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Peter
(212) 314-4600Firm headquarters in New York, NY. Ask for Peter. Two Meridian Crossings Suite 450Minneapolis, MN 55423Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Equitable Advisors at (212) 314-4600 and ask for Peter Ward. Peter works from the Minneapolis, MN office.
How long has Peter been a financial advisor?
Peter is new to the profession, registered since Jul 2026, and holds 1 license.
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?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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