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Detailed Report
PETER THOMAS LEHRMAN
PETER LEHRMAN
CRD#: 2246752
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Investment Adviser
SANDIA WEALTH MANAGEMENT, LLCCRD#: 159402 9201 MONTGOMERY NE SUITE 401
ALBUQUERQUE, NM 87111
Registration History
200420062008201020122014201620182020202220242026IASANDIA WEALTH MANAGEMENT, LLC (CRD# 159402)2012 - Present (13 years)IAUNIVERSAL ADVISORY SERVICES (CRD# 132903)2011 - 2012 (<1 year)IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2009 - 2009 (<1 year)IARAYMOND JAMES FINANCIAL SERVICES (CRD# 6694)2004 - 2009 (4 years)IAJOHN MOORE & ASSOCIATES INC (CRD# 109791)2003 - 2004 (<1 year)
License(s)

State Registrations

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New Mexico 3/16/2012
Current Registration(s)
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SANDIA WEALTH MANAGEMENT, LLC (CRD#:159402)
9201 MONTGOMERY NE SUITE 401, ALBUQUERQUE, NM 87111
Registered with this firm since 3/16/2012
Previous Registration(s)
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 08/29/2011 - 04/16/2012 UNIVERSAL ADVISORY SERVICES (CRD#:132903) ALBUQUERQUE, NM
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 01/02/2009 - 10/13/2009 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) SAINT PETERSBURG, FL
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 06/10/2004 - 01/02/2009 RAYMOND JAMES FINANCIAL SERVICES (CRD#:6694) ALBUQUERQUE, NM
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 12/16/2003 - 06/08/2004 JOHN MOORE & ASSOCIATES INC (CRD#:109791) ALBUQUERQUE, NM
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.