Peter Muckerman, financial advisor Arlington VA
93 score

Peter Muckerman

CRD Number: 1263675
Current Firm: Raymond James Financial Services Advisors, Inc.

Peter Muckerman (CRD# 1263675) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Arlington, VA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Arlington, VA Apr 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Arlington, VA Apr 2009 - Current 7
Valley Of The Swans LLC Lewes, DE Aug 2011 - Feb 2015 3
Citigroup Global Markets Inc. Alexandria, VA Feb 2006 - Apr 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Peter M. Muckerman
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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