Joseph P. Doyle
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Joseph Peter Doyle JR., CFP®, who also goes by J Peter Doyle Jr., J. Peter Doyle, Pete Doyle, was a registered financial professional .
Joseph is a previously registered financial professional and started their career in finance in 2007. Joseph had worked at 4 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2003
Experience
February 21, 2020 - September 4, 2023
SAVANT WEALTH MANAGEMENT
June 12, 2013 - August 2, 2020
HUBER FINANCIAL
September 22, 2009 - September 4, 2013
HUBER FINANCIAL GROUP, LTD.
September 24, 2007 - August 10, 2009
AVANTAX ADVISORY SERVICES
Primary Firm SEC Registration
SAVANT WEALTH MANAGEMENT
CRD#: 107271 / SEC#: 801-43144
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SAVANT WEALTH MANAGEMENT
CRD#: 107271 / SEC#: 801-43144
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65,929 |
| AUM (Assets Under Management) | $ 37,127,688,152 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/25/2024 | ||
| 09/21/2023 |
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.
