Peter Philpott, financial advisor Fort Worth TX
93 score

Peter Philpott

CRD Number: 4533729
Current Firm: Robert W. Baird & Company Incorporated

Peter Philpott (CRD# 4533729) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Inc. Forth Worth, TX Aug 2010 - Current 6
Morgan Stanley Smith Barney Ft. Worth, TX Jun 2009 - Aug 2010 1
Citigroup Global Markets Inc. Fort Worth, TX Apr 2002 - Jun 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Peter L. Philpott
Phone Number: 414-765-3500
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • 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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