Peter Halbrook

TRITONPOINT WEALTH

CHEVY CHASE, MD 20815

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CRD#: 5684666

Professional summary

Peter Halbrook, CFP®, who also goes by Peter A Halbrook, Peter Allen Halbrook, is a registered financial advisor currently at TRITONPOINT WEALTH, LLC located in Chevy Chase, Maryland.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Peter has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter A Halbrook | Peter Allen Halbrook

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 Halbrook's CRS (Customer Relationship Summary).

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: 2019

Experience

Current

October 18, 2023 - Present

TRITONPOINT WEALTH, LLC

Office #1: 5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

RIA

CRD#: 328398

CHEVY CHASE, MD

Past

December 23, 2020 - November 3, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

BETHESDA, MD

Past

January 16, 2015 - December 1, 2020

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

WASHINGTON, DC

Past

August 13, 2013 - December 1, 2020

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

WASHINGTON, DC

Past

March 5, 2012 - May 6, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WASHINGTON, DC

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".

TRITONPOINT WEALTH, LLC

JOSE WEALTH VENTURES, LLC | TRITONPOINT WEALTH, LLC

CRD#: 328398 / SEC#: 801-128869

RIA

Registered Investment Advisory firm - (10/17/2023 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

Maryland
(10/18/2023)

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: 12/22/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/14/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/22/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 12/22/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/2/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRITONPOINT WEALTH, LLC

JOSE WEALTH VENTURES, LLC | TRITONPOINT WEALTH, LLC

CRD#: 328398 / SEC#: 801-128869

RIA

Registered Investment Advisory firm - (10/17/2023 Approved)

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Contact information

Main Address

5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815

Mailing Address

Phone number

(301) 799-9001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TRITONPOINT WEALTH, LLC (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,476
AUM (Assets Under Management)	$ 1,542,817,384

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report

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 Halbrook

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

UNITED CAPITAL FINANCIAL ADVISORS

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

TRITONPOINT WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2014

Series 63

Date: 3/14/2012

Series 7TO

Date: 12/22/2022

Series 6TO

Date: 12/22/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2014

Series 6

Date: 3/2/2012

Current Firm

TRITONPOINT WEALTH, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRITONPOINT WEALTH, LLC

TRUST BUT VERIFY

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