Peter J. Michel
Professional summary
Peter John Michel IV, who also goes by Peter John Michel, Peter Michel IV, is a registered financial advisor currently at EMPIRICAL WEALTH MANAGEMENT located in Portland, Oregon.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Peter has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter John Michel IV's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2023 - Present
EMPIRICAL WEALTH MANAGEMENT
Office #1: 805 Sw Broadway, Portland, OR 97205February 11, 2019 - April 18, 2023
FISHER INVESTMENTS
June 23, 2010 - September 28, 2015
FISHER INVESTMENTS
Primary Firm SEC Registration
EMPIRICAL WEALTH MANAGEMENT
CRD#: 152622 / SEC#: 801-72168
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2023)
(6/23/2023)
(6/23/2023)
Current Firm
EMPIRICAL WEALTH MANAGEMENT
CRD#: 152622 / SEC#: 801-72168
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,402 |
| AUM (Assets Under Management) | $ 6,701,226,120 |
Red Flags
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