Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Oculus NYC

Peter Ierardi

Senior Vice President–Wealth Management

Financial Advisor

As a Financial Advisor, my strongest assets are the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

 

CA License #: 0D73503

 

Personal & Community

  • Served in the US Army Reserves
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IN
  • KY
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • VA
  • WA

Education

  • Bachelor of Science, Washington & Lee University
  • Masters of Business Administration, Drexel University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
20 Montchanin Road, Suite 170
Greenville, DE 19807
  • (302) 407-4710

Email Me

Is housing turning in a new direction?

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights