Anders Peterson (CRD# 7829357) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Iconiq Capital | San Francisco, CA | May 2023 - Current | 1 |
Brown Advisory | San Francisco, CA | Aug 2021 - Apr 2023 | 1 |
Brown Advisory | Boston, MA | Jul 2020 - Jul 2021 | 1 |
Dartmouth College | Hanover, NH | Sep 2016 - Jun 2020 | 3 |
Brown Advisory | Boston, MA | Jun 2019 - Aug 2019 | < 1 |
Alegra Learning | Provo, UT | Dec 2017 - Mar 2018 | < 1 |
American Pet Nutrition | Ogden, UT | Jun 2017 - Aug 2017 | < 1 |
The Church Of Jesus Christ Of Latter Day Saints | Fort Worth, TX | Jul 2014 - Jul 2016 | 2 |
Tuscarora High School | Leesburg, VA | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management84,187MILLIONS
-
Total Number of Accounts1,477ACCOUNTS
-
Average Account Value$56,998,898
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NY, TX
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