Peter D. Schiff
Professional summary
Peter David Schiff, who also goes by Peter Schiff, is a registered financial advisor currently at EURO PACIFIC ASSET MANAGEMENT, LLC located in Dorado, .
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Peter has worked at 7 firms and has passed the Series 65, Series 63, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 3, Series 53, Series 27, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter David Schiff's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 29, 2024 - Present
EURO PACIFIC ASSET MANAGEMENT, LLC
Office #1: Lots 81-82, Street C Suite 206, Dorado, PR 00646November 21, 2017 - March 7, 2018
DIGITAL OFFERING LLC
November 6, 2013 - November 21, 2016
DIGITAL OFFERING LLC
September 25, 2009 - January 3, 2024
A.G.P. / ALLIANCE GLOBAL PARTNERS
June 5, 1997 - January 3, 2024
A.G.P. / ALLIANCE GLOBAL PARTNERS
March 4, 1997 - April 16, 1997
A.G.P. / ALLIANCE GLOBAL PARTNERS
February 17, 1995 - July 16, 1997
ARMSCOTT SECURITIES, LTD.
May 11, 1993 - January 4, 1995
ANNANDALE SECURITIES, INC.
September 2, 1992 - November 24, 1992
SHEFFIELD INVESTMENTS, INC.
May 22, 1989 - October 23, 1990
LEHMAN BROTHERS INC.
Primary Firm SEC Registration
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD#: 152922 / SEC#: 801-71199
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2024)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 55
Date: 3/2/2001
Limited Representative-Equity Trader ExamCurrent Firm
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD#: 152922 / SEC#: 801-71199
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,790 |
| AUM (Assets Under Management) | $ 1,360,447,698 |
Red Flags
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