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PD

Peter C. Duggan

INTELLICENTS INVESTMENT SOLUTIONS
Maitland, FL 32751
Some features on this profile are disabled
CRD#: 7828666
PD
Peter Christopher DugganINTELLICENTS INVESTMENT SOLUTIONS

Professional summary

Peter Christopher Duggan is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Maitland, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Peter has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.
TRG Advisors; investment related; 8470 Enterprise Cir, Suite 110, Lakewood Ranch FL 34202 ; Registered Investment Advisor; Financial Advisor; start date 11/1/2023; 5 hours a month; .1 hours per day during securities trading hours; duties include assisting clients with regular review of the plan's Investment Policy Statement, selection of an appropriate, diversified, best-in-class investment menu, continuous monitoring and detailed quarterly reporting of investment performance; annual review and fee benchmarking with plan sponsor and investment committee, optimize the retirement plan to minimize fiduciary liability and reduce the daily operational burden and employee education and financial wellness program.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Christopher Duggan'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®
None

Experience

Current

January 7, 2026 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 341 North Maitland Ave, Suite 115, Maitland, FL 32751
RIA
CRD#: 107498
Maitland, FL
Past

May 20, 2024 - March 11, 2026

TRG ADVISORS, INC.

RIA
CRD#: 297171
brookhaven, GA
Past

February 27, 2024 - May 15, 2025

TRG FINANCIAL, INC.

BD
CRD#: 43870
Lakewood Ranch, FL

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".
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA
Registered Investment Advisory firm - (2/29/1996 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
Florida
(1/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/7/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/17/2023
Securities Industry Essentials Examination

Current Firm

II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA
Registered Investment Advisory firm - (2/29/1996 Approved)
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Contact information

Main Address
100 North Broadway, Albert Lea, MN 56007
Mailing Address
Phone number
(507) 377-2919
Established
Firm type
Fiscal year end
# of Employees
67

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTELLICENTS INVESTMENT SOLUTIONS INC ADV 2A OCTOBER 2025 (10/24/2025)
INTELLICENTS INVESTMENT SOLUTIONS INC WRAP BROCHURE MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,103
AUM (Assets Under Management)$ 7,362,137,726

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/09/2025
Cover Page
Report
11/21/2024
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.

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498Maitland, FL 32751

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