Peyton McElyea, financial advisor Palos Verdes Estates CA

Peyton McElyea

CRD Number: 4812905
Current Firm: Dirigo Investment Advisors, LLC

Peyton McElyea (CRD# 4812905) is an Investment Advisor Representative working at Dirigo Investment Advisors, LLC in Palos Verdes Estates, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Dirigo Investment Advisors, LLC Los Angeles, CA Dec 2016 - Current 7
Unemployed Los Angeles, CA Feb 2016 - Dec 2016 < 1
Atlas Capital Group, LLC Los Angeles, CA Oct 2014 - Jan 2016 1
Evoq Properties, Inc. Los Angeles, CA Jul 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Peyton K. McElyea
Phone Number: 310-566-6393
Registered State(s):
  • CA
  • LA
  • TX
Current Firm Details
Dirigo Investment Advisors, LLC
Firm's CRD Number: 285497
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $191,258
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, LA, TX

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