Peter Augustin, financial advisor Akron OH

Peter Augustin

CRD Number: 6180894
Current Firm: Dakota Wealth, LLC

Peter Augustin (CRD# 6180894) is an Investment Advisor Representative working at Dakota Wealth, LLC in Akron, OH and has over 9 years of experience in the finance industry. Peter Augustin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dakoré Wealth Management, LLC Akron, OH Aug 2020 - Current 3
Dakota Wealth, LLC Palm Beach Gardens, FL Jul 2019 - Current 4
Springside Partners LLC Akron, OH Mar 2019 - Oct 2019 < 1
Robert W Baird & Co, Inc. Chicago, IL Jun 2017 - Mar 2019 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2017 2
Morgan Stanley Chicago, IL Jun 2014 - Jun 2017 3
Morgan Stanley Chicago, IL Apr 2013 - Jun 2014 1
Depaul University Chicago, IL Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Peter N. Augustin
Phone Number: (561) 774-8101
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,334
    MILLIONS
  • Total Number of Accounts
    9,720
    ACCOUNTS
  • Average Account Value
    $548,779
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

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