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Peter Lee Waldron Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Peter Lee Waldron, based in Irvine, CA, is an Investment Advisor and a Broker (Dually Registered) with 15 years of experience. Peter is employed by UBS Financial Services, which provides investment advisory services for 994,585 clients.



Financial Advisor Value
First Name Peter
Last Name Waldron
Type Dually Registered
FINRA Active Yes (View Finra BrokerCheck CRD#4230510)
SEC Active Yes (View SEC IAPD CRD#4230510)
Office Address 20 Pacifica, 20 Pacifica, Irvine, CA 92618


UBS Financial Services



UBS Financial Services, registered in 1971, is a Registered Investment Advisor (RIA) in 46 state(s) with a licensed staff of 9,948 advisors. UBS Financial Services manages $591.4 billion and provides investment advisory services for 994,585 clients (1:100 advisor/client ratio).

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*SEC data last verified 06/01/2020. FINRA data last verified 03/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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