Edwin Peet, financial advisor Bulverde TX

Edwin Peet

CRD Number: 2267721
Current Firm: Etf Strategies, LLC

Edwin Peet (CRD# 2267721) is an Investment Advisor Representative working at Etf Strategies, LLC in Bulverde, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Etf Strategies, Llc (153477) San Antonio, TX Mar 2010 - Current 14
Carteret Mortgage Corportation Centerville, VA Mar 2006 - Current 18
Custom Income Solutions, Llc (previously Financial Solutions) San Antonio, TX Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Edwin J. Peet
Phone Number: 830-438-5333
Registered State(s):
  • TX
Current Firm Details
Etf Strategies, LLC
Firm's CRD Number: 153477
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $133,140
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

TX

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