AdFi
PA

Peter Andrew Needham

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Warren, NJCRD #1825217Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
3 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Peter Andrew Needham has worked in the securities industry since 2003. They are registered to provide investment advisory services in Florida, Louisiana, and New Jersey.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaLouisianaNew Jersey
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/8/2002
Series 7
General Securities Representative Examination
Passed 11/12/1998
Series 24
General Securities Principal Examination
Passed 6/14/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$999,999 or less1.50%
$1,000,000–$2,000,0001.25%
Over $2,000,0001.00%
Source

Wealth Enhancement Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCurrent
10/1/2019Warren, NJ
AEPG WEALTH STRATEGIES
12/17/200310/2/2019Warren, NJ

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Andrew Needham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Peter Andrew Needham - Financial Advisor in Warren, NJ | AdvisorFinder