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Peter Marzullo | Financial Advisor

Profile img for Peter Marzullo, financial advisor at Wells Fargo Advisors
New York, NY
Peter Marzullo
Financial Advisor
Vice President - Investment Officer at
Wells Fargo Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you'll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact, me. It's a distinct advantage of working with one the world's premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to various products and services through Wells Fargo banking and lending affiliates to help you meet your other financial needs. With over 20 years of experience in financial services, I support individual and institutional investors in meeting their specific financial needs. I am dedicated to a process of seeking first to understand each client's unique situation and then develop investment plans around their long-term goals and risk tolerances. My experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals. Institutional clients work with me as they seek access to capital market products and services and, specifically, fixed income products and services. Our institutional offerings include access to our equity syndicate calendar including preferred securities, new bond issues and initial public offerings (IPOs). It also includes access to research from Wells Fargo Securities. Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association
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Specialties and Expertise

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Portfolio Construction
Cash Flow Analysis
High Net Worth Planning
Retirement Income
Business Ownership Strategies
Tax Minimization Investment Strategies
Succession Planning

Clientele

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Business Owners
Corporate Executives
Doctors
Entrepreneurs
Inheritors
New Investors

Job History

1
Morgan StanleyVice President1999-2001
Quick Facts About Peter
Years of Experience:25 yearsMember since:2025Average Account Size:$250,000

Services Provided

How I help my clients

Investment Management

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Estate Planning Strategies

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Insurance

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Business Retirement Solutions

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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New York, NY
Peter Marzullo
Financial Advisor
Vice President - Investment Officer at
Wells Fargo Advisors
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Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 04-18-2025