Peter Shouvlin (CRD# 2368884) is an Investment Advisor Representative working at Barton Investment Management, LLC in Wilton, CT and has over 11 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barton Investment Management, LLC | West Conshohocken, PA | Mar 2017 - Current | 7 |
| Keybanc Capital Markets Inc. | Stamford, CT | Apr 2015 - Feb 2017 | 1 |
| Pacific Crest Securities | Stamford, CT | Sep 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
- CT
- PA
-
Total Assets Under Management846MILLIONS
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$2,948,303
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Other
CT, FL, NC, NH, NY, OH, PA, TX
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