PM
PM

Peter Muckerman

28 Years of Experience
Ellison Bay, WI
Broker

Peter Muckerman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ellison Bay, WI, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Ellison Bay, WI

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History

Regulatory 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.

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Other Business Activities

Peter owns a rental property in Wisconsin since 2016. He spends minimal time maintaining the property.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
February 2006 - May 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2009 · 3 yrs 3 mos
Legg Mason Wood Walker INC
November 2000 - February 2006 · 5 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
July 1999 - February 2006 · 6 yrs 7 mos
Charles Schwab & CO., INC.Broker
January 1999 - July 1999 · 6 mos
H. Rivkin & CO., INC.Broker
July 1998 - February 1999 · 7 mos
Securities Service Network, INC.Broker
August 1996 - April 1997 · 8 mos
State Registrations31 states
CACOCTDCDEFLGAIAIDILINKYMAMDMEMIMTNCNENJNYOHPARISCTNUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Peter Muckerman - Financial Advisor | TrueAdvisor