Theodore Peters
Theodore Peters is a registered investment advisor at Truist Advisory Services, INC., based in Melbourne, FL, with 38 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
1303 S Babcock Street, 2nd Floor, Melbourne, FL, 32901
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2013Customer Dispute
September 2012Other Business Activities
Theodore is a co-owner of Black Irish Surf Co., an e-commerce business selling t-shirts online, dedicating about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Global Assets Advisors, LLC
International Assets Advisory, LLCBroker
Dean Witter Reynolds INC.Broker
Citicorp Select Investments, INC.Broker
Pamco Securities and Insurance ServicesBroker
Empire National Securities, IncorporatedBroker
National Securities CorporationBroker
The Stuart-James Company, IncorporatedBroker
State Registrations45 states
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.