Peter SchaeferCRD Number: 6427328
Current Firm: Rbc Capital Markets, LLC
Peter Schaefer (CRD# 6427328) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Washington, DC and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Dunn Lewis LLC||Washington, DC||May 2016 - Current||5|
|Rbc Capital Markets LLC||Washington, DC||Oct 2014 - Current||7|
|Street Spirit Cycles LLC||Washington, DC||Jan 2010 - Current||12|
|Restoration Energy LLC||Washington, DC||Jan 2009 - Apr 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management146,593MILLIONS
Total Number of Accounts350,883ACCOUNTS
Average Account Value$417,783
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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