Peter Brian De Graff
CFP®Professional Summary
Peter Brian De Graff, CFP®, who also goes by Peter Brian Degraff, is a registered financial advisor currently at TAURUS CAPITAL ADVISORS, LLC located in Lake Oswego, Oregon. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Peter has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Employee and Employer Plan Benefits
- Estate Planning
- Comprehensive Financial Planning
- Retirement Planning
- Investment Planning
- Tax Planning
- Insurance Planning
Other Aliases
Peter Brian Degraff
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
TAURUS CAPITAL ADVISORS, LLC | TAURUS CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035Phone Number
(503) 756-2972# of Employees
5SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
263AUM (Assets Under Management)
$231,430,442Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
TAURUS CAPITAL ADVISORS, LLC | TAURUS CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(4/15/2022)
(4/15/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Brian De Graff's CRS (Customer Relationship Summary).
Services Offered by Peter
- Employee and Employer Plan Benefits
- Estate Planning
- Comprehensive Financial Planning
- Retirement Planning
- Investment Planning
- Tax Planning
- Insurance Planning
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