Peter HaleyCRD Number: 6997140
Current Firm: Vanguard Advisers, Inc.
Peter Haley (CRD# 6997140) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2018 - Current||4|
|University Of Georgia||Athens, GA||Aug 2014 - May 2018||3|
|Alliance Bernstein||Washington, DC||Jun 2017 - Aug 2017||< 1|
|Urban Pace||Washington, DC||May 2016 - Aug 2016||< 1|
|Kenwood Golf And Country Club||Bethesda, MD||May 2015 - Aug 2015||< 1|
|Gonzaga College High School||Washington, DC||Aug 2011 - May 2014||2|
|Mussel Bar And Grille||Bethesda, MD||May 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2018|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
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