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Peter Thomas Colli is a financial advisor professional located in Wellesley Hills, MA. They specialize in financial advisory. With over 15 years of experience, they bring deep expertise to every client.
Peter Thomas Colli - Sun Life Institutional Distributors (U.S.) Llc holds an active professional license (FINRA CRD) for your protection.
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Peter Thomas Colli is a financial advisor based in Wellesley Hills, Massachusetts, with 15 years of experience in the industry. Operating through Sun Life Institutional Distributors (U.S.) LLC, he works with clients on financial planning and advisory services. His FINRA CRD registration (License #5868391) reflects his participation in the regulatory framework that governs securities professionals and investment advisors across the United States.
A FINRA CRD (Central Registration Depository) registration indicates that Peter Thomas Colli is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization overseeing securities brokers and dealers in the U.S. This registration means he operates under FINRA's compliance and conduct rules, which establish standards for client interactions, disclosure practices, and handling of customer accounts. Clients working with a FINRA-registered advisor can verify his registration status and disciplinary history through FINRA's BrokerCheck system.