Peter Guttman, financial advisor Granite Bay CA

Peter Guttman

CRD Number: 2217381
Current Firm: Quest Financial Services, Inc.

Peter Guttman (CRD# 2217381) is an Investment Advisor Representative working at Quest Financial Services, Inc. in Granite Bay, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Quest Financial Services, Inc. Granite Bay, CA Apr 1990 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
Contact Info for Peter T. Guttman
Phone Number: 916-771-4089
Registered State(s):
  • CA
Current Firm Details
Quest Financial Services, Inc.
Firm's CRD Number: 133548
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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