Peter W. Beebe

CHANNEL INVESTMENT PARTNERS

ARLINGTON, VA 22201

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CRD#: 2666023

Professional summary

Peter William Beebe, who also goes by Pete Beebe, is a registered financial advisor currently at CHANNEL INVESTMENT PARTNERS located in Arlington, Virginia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Peter has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pete Beebe

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.

ASSET GROWTH PARTNERS, LLC; NOT CURRENTLY INVESTMENT RELATED; CHARLOTTE, NC; INACTIVE INVESTMENT ADVISER THAT RECEIVES COMPENSATION RESULTING FROM SALE OF BUSINESS; MANAGING PRINCIPAL; 12/2016; MINIMAL TIME SPENT; NO CURRENT DUTIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter William Beebe'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®

None

Experience

Current

May 14, 2025 - Present

CHANNEL INVESTMENT PARTNERS

Office #1: 3033 Wilson Blvd., Suite 700, Arlington, VA 22201

RIA

CRD#: 308031

ARLINGTON, VA

Past

September 16, 2021 - June 12, 2024

HILLMAN CAPITAL MANAGEMENT INC

RIA

CRD#: 110096

BETHESDA, MD

Past

June 26, 2012 - September 13, 2013

LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

CRD#: 157625

CHICAGO, IL

Past

April 12, 2010 - August 20, 2010

HGS LLC

CRD#: 148849

CHICAGO, IL

Past

May 20, 2005 - March 17, 2009

AMG DISTRIBUTORS, INC.

RIA

CRD#: 27314

CHICAGO, IL

Past

March 30, 2004 - May 4, 2005

BURRIDGE GROUP LLC

RIA

CRD#: 106416

CHICAGO, IL

Past

August 13, 2003 - March 17, 2009

AMG DISTRIBUTORS, INC.

CRD#: 27314

STAMFORD, CT

Past

February 14, 2001 - August 19, 2003

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

May 14, 1998 - January 5, 2001

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

November 8, 1995 - November 9, 1995

SOUTHPOINTE DISTRIBUTION SERVICES INC.

CRD#: 25320

PITTSBURGH, PA

Past

November 8, 1995 - May 15, 1998

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

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".

CHANNEL INVESTMENT PARTNERS

CHANNEL INVESTMENT PARTNERS | CHANNEL INVESTMENT PARTNERS LLC

CRD#: 308031 / SEC#: 801-118488

RIA

Registered Investment Advisory firm - (4/21/2020 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

North Carolina
(5/14/2025)

IAR

Virginia
(5/20/2025)

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: 9/16/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/15/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/4/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/12/2007

General Securities Principal Examination

Current Firm

CHANNEL INVESTMENT PARTNERS

CHANNEL INVESTMENT PARTNERS | CHANNEL INVESTMENT PARTNERS LLC

CRD#: 308031 / SEC#: 801-118488

RIA

Registered Investment Advisory firm - (4/21/2020 Approved)

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Contact information

Main Address

Arlington, VA

Mailing Address

3101 Wilson Boulevard Suite 500, Arlington, VA 22201

Phone number

(571) 721-1852

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 34,408,154

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter W. Beebe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter William Beebe's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILLMAN CAPITAL MANAGEMENT INC

LASALLE INVESTMENT MANAGEMENT DISTRIBUTORS, LLC

HGS LLC

AMG DISTRIBUTORS, INC.

BURRIDGE GROUP LLC

AMG DISTRIBUTORS, INC.

VP DISTRIBUTORS LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

SOUTHPOINTE DISTRIBUTION SERVICES INC.

FEDERATED SECURITIES CORP.

Primary Firm SEC Registration

CHANNEL INVESTMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2021

Series 63

Date: 10/9/2012

Series 7

Date: 6/15/1998

Series 6

Date: 10/4/1995

Series 24

Date: 10/12/2007

Current Firm

CHANNEL INVESTMENT PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANNEL INVESTMENT PARTNERS

TRUST BUT VERIFY

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