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

CERTIFIED FINANCIAL PLANNER™

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
  • PR
  • SC
  • TX
  • 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

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ElectionWatch 2024

Investment insights on the US elections

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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