Peter BarrettCRD Number: 1865897
Current Firm: Cibc Private Wealth Advisors, Inc.
Peter Barrett (CRD# 1865897) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has over 28 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Stein Roe Investment Counsel, Inc.||Chicago, IL||Mar 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 1994|
Total Assets Under Management73,775MILLIONS
Total Number of Accounts31,292ACCOUNTS
Average Account Value$2,357,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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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