PT
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
4,002 clients
Average Client Portfolio
$425K average
Assets Under Management
$1.7B
Fee Structure
This brochure supplement does not contain any fee information. Contact WestEnd Advisors for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Peter is listed as the manager of Amare GP, LLC, created in 2019 to own private investments. He devotes minimal time to this business, with his accountant handling tax returns.
Employment History
Current Registrations
Westend Advisors, LLC
December 2022 - Present · 3 yrs 1 mo
Victory Capital Services, INC.Broker
November 2022 - Present · 3 yrs 2 mos
Victory Capital Services, INC.
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Janney Montgomery Scott LLC Broker
September 2015 - October 2022 · 7 yrs 1 mo
UBS Financial Services INC. Broker
August 2012 - September 2015 · 3 yrs 1 mo
Deutsche Bank Securities INC.
November 2010 - September 2012 · 1 yr 10 mos
Deutsche Bank Securities INC. Broker
November 2010 - September 2012 · 1 yr 10 mos
Blackrock Financial Management, INC
May 2006 - December 2008 · 2 yrs 7 mos
Blackrock Investments, INC.Broker
September 2002 - December 2008 · 6 yrs 3 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.