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Peter Charles Bohrofen

Investment Adviser Representative at WAVERLY ADVISORS, LLC

Hamilton, OHCRD #5669582Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/7/2009
SIE
Securities Industry Essentials Examination
Passed 4/4/2018
Series 7
General Securities Representative Examination
Passed 7/24/2009

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Waverly Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WAVERLY ADVISORS, LLCCurrent
10/22/2024Hamilton, OH
9258 WEALTH MANAGEMENT, LLC
3/29/201812/2/2024Blue Ash, OH
WELLS FARGO CLEARING SERVICES, LLC
8/10/20094/4/2018Cincinnati, OH

Official records & sources

Data as of August 9, 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 Charles Bohrofen 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 Charles Bohrofen - Financial Advisor in Hamilton, OH | AdvisorFinder