Peter Tennyson, financial advisor Petaluma CA
89 score

Peter Tennyson

CRD Number: 6218746
Current Firm: Greenleaf & Burleson Wealth Management, LLC

Peter Tennyson (CRD# 6218746) is an Investment Advisor Representative working at Greenleaf & Burleson Wealth Management, LLC in Petaluma, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Greenleaf & Burleson Wealth Management LLC Petaluma, CA Jun 2013 - Current 3
Greenleaf & Burleson Wealth Management LLC Petaluma, CA Mar 2012 - Jun 2013 1
Tennyson Properties Petaluma, CA May 2008 - Feb 2012 3
Sur La Table Santa Rosa, CA Sep 2007 - Apr 2008 < 1
Verihealth Petaluma, CA Feb 2006 - Aug 2007 1
3bo Petaluma, CA Mar 2003 - Jun 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Peter M. Tennyson
Phone Number: 707-283-0520
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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


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