PL
Peter F. Landini
RBP INVESTMENT ADVISORS
ALAMO, CA 94507
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CRD#: 1618991
PL
Professional summary
Peter Frederick Landini, CFP®, who also goes by Peter Landini, is a registered financial advisor currently at RBP INVESTMENT ADVISORS INC. located in Alamo, California.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Peter has worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter Landini
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of Business: iShares Delaware Trust Sponsor LLC Business is investment related Address: BlackRock 400 Howard Street San Francisco, CA 94105 Mr. Landini serves as Member of the Board and Member of the Audit Committee of the iShares Delaware Trust Sponsor LLC, which is the sponsor of the iShares Gold Trust, the iShares Gold Trust Micro, the iShares Silver Trust, and the iShares S&P GSCI Commodity-Indexed Trust, and the iShares Bitcoin Trust. To fulfill his commitments to iShares, Mr. Landini is required to spend about 100 hours per year in the performance of his duties. RBPIA has restricted the use of the iShares Gold Trust (IAU), the iShares Gold Trust Micro (IAUM), the iShares Silver Trust (SLV), and the iShares S&P GSCI Commodity-Indexed Trust (GSG) and the iShares Bitcoin Trust (IBIT) from use by the firm until his duties to iShares are completed. To the extent that his time commitment takes away time from Client service, there is no material conflict of interest. Position or Title: Member of the Board and Member of the Audit Committee Start date of relationship: October 8, 2009 Number of Hours per month devoted to business - Average 8.33 hours per month Number of Hours per month devoted to business during trading hours - Average 8.33 hours per month Duties: Meet quarterly, or as frequently as necessary. The Audit Committee approves and recommends to the Board of Directors the selection, retention, compensation, or termination of the independent registered public accounting firm (the "Auditors"), pre-approves all audit and permitted non-audit services provided by the Auditors, reviews with the Auditors the plan and results of the audit engagement and matters having a material effect on the financial operations of the Trust, reviews the financial statements which are the subject of the Auditors' certifications, reviews with the Auditors the adequacy of the basic accounting system and the effectiveness of the internal accounting controls.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Frederick Landini's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
November 29, 2005 - Present
RBP INVESTMENT ADVISORS INC.
Office #1: 3201 Danville Blvd., Suite 185, Alamo, CA 94507RIA
CRD#: 137830
ALAMO, CA
Past
January 31, 2003 - March 9, 2006
LODESTAR PRIVATE ASSET MANAGEMENT LLC
RIA
CRD#: 107638
ALAMO, CA
Past
January 17, 2003 - November 20, 2003
LONDON PACIFIC SECURITIES, INC.
BD
CRD#: 25089
SACRAMENTO, CA
Past
January 9, 2003 - November 20, 2003
FDX ADVISORS, INC.
RIA
CRD#: 104601
ALAMO, CA
Past
October 4, 2001 - July 2, 2002
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
PORTLAND, ME
Past
October 21, 1997 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
BD
CRD#: 27038
PHOENIX, AZ
Past
May 30, 1995 - September 30, 1997
FUNDS DISTRIBUTOR, LLC
BD
CRD#: 7174
PORTLAND, ME
Past
November 7, 1994 - May 30, 1995
FIRST FUND DISTRIBUTORS, INC.
BD
CRD#: 27038
PHOENIX, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
RBP INVESTMENT ADVISORS INC.
RBP INVESTMENT ADVISORS INC.
CRD#: 137830 / SEC#: 801-64902
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/29/2005)
IAR
Texas(2/15/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 1/6/1987
Non-Member General Securities ExaminationCurrent Firm
RI
RBP INVESTMENT ADVISORS INC.
RBP INVESTMENT ADVISORS INC.
CRD#: 137830 / SEC#: 801-64902
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Alamo, CA
Mailing Address
Phone number
(925) 855-3880
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 282 |
| AUM (Assets Under Management) | $ 169,690,172 |
Red Flags
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Company Information
RBP INVESTMENT ADVISORS INC.
CRD#: 137830Alamo, CA 94507TRUST BUT VERIFY
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