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Peter Stephanatos, Private Wealth Advisor serving the Rochelle Park, NJ area - Ameriprise Advisors

Peter Stephanatos

Private Wealth Advisor

Kephalos Wealth Management

An Ameriprise Private Wealth Advisor

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 23 reviews
See disclosures

EMAIL
PHONE
Ext. 101
Schedule a meeting
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance

Education

  • B.A. Economics, Stony Brook University (1999)

Awards & recognition

  • Ameriprise Circle of Success, 2014-2023
  • Ameriprise Circle of Success Diamond Ring, 2021

Interests

  • Softball
  • Hockey
  • Automobiles
  • Travel and Photography
  • History and Americana

Connect with us

201.845.9111 Ext. 104

Peter Stephanatos may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0E78816

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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