Scott Peters is a registered investment advisor, based in Mill Valley, CA, with 30 years of industry experience.
Location
100 B Shoreline Hwy, Suite 302, Mill Valley, CA, 94941
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Regulatory History
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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Scott is affiliated with Gordian Wealth Advisors, LLC, an investment advisory firm, where his time commitment varies. He is also a managing member of Gordian Capital Management, a fund of fund, spending minimal time on this activity.
Employment History
Current Registrations
Capulent LLCBroker
Gordian Wealth Advisors, LLC
Previous Registrations
Sanctuary Wealth Advisors LLC
Sanctuary Securities LLCBroker
Tradewinds Financial Corporation
Tradewinds Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.