Peter J. Rechter

RECHTER WEALTH MANAGEMENT

CLIFTON, VA

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CRD#: 2623277

Professional summary

Peter James Rechter, CFP® is a registered financial advisor currently at RECHTER WEALTH MANAGEMENT, LLC located in Clifton, Virginia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Peter has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter James Rechter'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^®

Certified Financial Planner

Start date: 1999

Experience

Current

April 7, 2003 - Present

RECHTER WEALTH MANAGEMENT, LLC

RIA

CRD#: 125254

CLIFTON, VA

Past

March 27, 2000 - March 27, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VIENNA, VA

Past

March 3, 2000 - March 27, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 11, 1995 - March 23, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

Virginia
(4/7/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/20/1995

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/10/1995

General Securities Representative Examination

Current Firm

RECHTER WEALTH MANAGEMENT, LLC

CRD#: 125254 / SEC#:

Virginia

Registered Investment Advisory firm - (4/7/2003 Approved)

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Contact information

Main Address

Clifton, VA

Mailing Address

Phone number

(703) 304-9195

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	210
AUM (Assets Under Management)	$ 98,700,967

Red Flags

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Peter J. Rechter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter James Rechter's CRS (Customer Relationship Summary).

Certified licenses

Experience

RECHTER WEALTH MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/1995

Series 63

Date: 7/14/1995

Series 31

Date: 7/20/1995

Series 7

Date: 7/10/1995

Current Firm

RECHTER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RECHTER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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