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Peter Driscoll

25 Years of Experience
Annapolis, MD
Broker

Peter Driscoll is a registered investment advisor at Nomura Investment Management Business Trust, based in Annapolis, MD, with 25 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 316 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
316 clients
Average Client Portfolio
$520.0M average
Assets Under Management
$164.3B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Nomura Investment Management Business Trust (NIMBT) provides investment management services through various series. Fees are generally based on a percentage of the value of the assets managed and are subject to negotiation. Some clients may have performance-based fees. Fees are generally calculated and payable quarterly or monthly. Advisory services are also provided to high-net-worth individuals at fee rates similar to those for institutional clients. NIMBT also offers asset/liability analysis and transition management services for a flat or other fee, which is subject to negotiation and may be waived.

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Location

Annapolis, MD

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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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Employment History
Current Registrations
Delaware Distributors, L.P.
June 2025 - Present · 1 yr 3 mos
Nomura Investment Management Business Trust
June 2025 - Present · 1 yr 3 mos
Delaware Distributors, L.P.Broker
June 2025 - Present · 1 yr 3 mos
Previous Registrations
Vision 4 Fund DistributorsBroker
April 2025 - June 2025 · 2 mos
Amundi Asset Management US, INC.
March 2024 - April 2025 · 1 yr 1 mo
Amundi Distributor US, INC.Broker
November 2023 - April 2025 · 1 yr 5 mos
Investment Planners, INC.Broker
January 2018 - November 2023 · 5 yrs 10 mos
Foreside Fund Services, LLCBroker
November 2014 - December 2017 · 3 yrs 1 mo
Investment Planners, INC.Broker
December 2011 - November 2014 · 2 yrs 11 mos
Evergreen Investment Services, INC.Broker
May 2000 - December 2009 · 9 yrs 7 mos
State Street Research Investment Services, INC.Broker
June 1998 - April 2000 · 1 yr 10 mos
State Registrations4 states
DCMDPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.