Peter Platt, financial advisor Lake Mary FL

Peter Platt

CRD Number: 2275710
Current Firm: Platt Investment Counsel, LLC
Compensation Model: Fee Only

Peter Platt (CRD# 2275710) is an Investment Advisor Representative working at Platt Investment Counsel, LLC in Sanford, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Platt Investment Counsel, LLC Lake Mary, FL Nov 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Peter M. Platt
Phone Number: 407-416-0066
Registered State(s):
  • CA
  • FL
  • MN
  • TX
Current Firm Details
Platt Investment Counsel, LLC
Firm's CRD Number: 118737
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $347,133
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX

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