Silas Peters (CRD# 6105723) is an Investment Advisor Representative working at Blue Marlin Advisors, LLC in Fairhope, AL and has over 9 years of experience in the finance industry.
CRD# 2283420
Heritage Road Advisors
CRD# 5809901
Stm Asset Management LLC
CRD# 1342404
Stifel Independent Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Marlin Advisors, LLC | Winter Park, FL | Apr 2022 - Current | 2 |
| Trades Trending | Versailles, KY | Apr 2022 - Current | 2 |
| Blue Marlin Advisors, LLC | Winter Park, FL | Oct 2019 - Current | 4 |
| Ocean Capital Partners | Fairhope, AL | May 2011 - Current | 13 |
| Tradethirsty, LLC | Versailles, KY | Oct 2015 - Mar 2022 | 6 |
| Gar Wood Securities, LLC | Chicago, IL | Jul 2016 - Jun 2017 | < 1 |
| Invest Financial Corp | Tupelo, MS | Dec 2014 - Oct 2015 | < 1 |
| Clearpoint Trading LLC | Mobile, AL | Sep 2012 - Oct 2015 | 3 |
| Clearpoint Capital Management LLC | Mobile, AL | Apr 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AL
- CA
- FL
- NM
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$139,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, NM, TX
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