Peter Schanck, financial advisor Annapolis MD

Peter Schanck

CRD Number: 412565
Current Firm: Ballast Financial Advisors, LLC

Peter Schanck (CRD# 412565) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in Annapolis, MD and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Ballast Financial Advisors, LLC West Chester, PA Nov 2020 - Current 1
Anchor Capital Management LLC Lutherville, MD Nov 2003 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S65 NASAA Investment Advisors Law Examination Jul 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Peter R. Schanck
Phone Number: 484-266-7281
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    234
    MILLIONS
  • Total Number of Accounts
    1,093
    ACCOUNTS
  • Average Account Value
    $213,989
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, MD, NJ, PA, SC, TX, VA

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