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Peter Crawford Walker

WORLD CAPITAL MANAGEMENT
SEBASTOPOL, CA
·CRD# 821214·50 years experience

Professional Summary

Peter Crawford Walker is a registered financial advisor currently at WORLD CAPITAL MANAGEMENT located in Sebastopol, California. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Peter has worked at 12 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 24 and Series 4 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

50 years in the financial services industry

Current & Past Employments

Current

WORLD CAPITAL MANAGEMENTCurrent·CRD# 333303
RIA
12620 Dupont Rd., Sebastopol, CA 95472
January 22, 2025 - Present

Past

MONEY MANAGER REVIEW/WORLD CAPITAL MANAGEMENTPast·CRD# 133817
RIA
Sebastopol, CA
February 16, 2018 - December 31, 2025
SYSTEM RESEARCH, LLCPast·CRD# 155311
RIA
San Francisco, CA
January 6, 2012 - January 20, 2012
MONEY MANAGER REVIEW/WORLD CAPITAL MANAGEMENTPast·CRD# 133817
RIA
Sebastopol, CA
March 29, 2006 - November 30, 2006
ETF ASSET MANAGEMENT, LLCPast·CRD# 133819
RIA
Sebastopol, CA
August 23, 2005 - November 1, 2006
WHITEHALL-PARKER SECURITIES, INC.Past·CRD# 10608
BD
San Rafael, CA
January 19, 2004 - January 26, 2006
WJB CAPITAL GROUP, INC.Past·CRD# 37334
BD
New York, NY
November 8, 2001 - January 28, 2002
FIRST MONTAUK SECURITIES CORP.Past·CRD# 13755
BD
Red Bank, NJ
December 20, 1999 - December 31, 1999
FIRST MONTAUK SECURITIES CORP.Past·CRD# 13755
BD
Red Bank, NJ
June 1, 1994 - December 31, 1997
YAEGER SECURITIES, INC.Past·CRD# 10118
BD
November 28, 1989 - May 27, 1994
SMITH-THOMAS INVESTMENT SERVICES, INC.Past·CRD# 21481
BD
October 5, 1988 - December 16, 1989
RUSSELL SECURITIES CORPORATIONPast·CRD# 14197
BD
September 13, 1984 - May 12, 1986
DREXEL BURNHAM LAMBERT INCORPORATEDPast·CRD# 7323
BD
February 18, 1982 - March 8, 1983
SECURITIES WEST, INC.Past·CRD# 4898
BD
September 15, 1981 - December 21, 1981

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Current Firm

WC
WORLD CAPITAL MANAGEMENT

MONEY MANAGER REVIEW/WORLD CAPITAL MANAGEMENT | WORLD CAPITAL MANAGEMENT | WALKER CHANDRIGA

CRD#: 333303
California
Registered Investment Advisory firm - California (1/22/2025 Approved)

Contact Information

Main Address

12620 Dupont Rd., Sebastopol, CA 95472

Phone Number

+1 (415) 386-7111

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

3

AUM (Assets Under Management)

$558,000

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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.

APPLICATION'S BUSINESS NAME IS MONEY MANAGER REVIEW. THE BUSINESS PROVIDES AN INTERNET- BASED PERFORMANCE ANALYSIS OF PRIVATE MONEY MANAGERS. POSITION-DIRECTOR AND PARTNER. DUTIES-COLLECTING, ORGANIZING, FORMATTING & IN THE CASE OF PUBLICATION,PRINTING THE DATA FOR REPORTS/GRAPHS. WORLD CAPITAL MANAGEMENT. THE BUSINESS PROVIDES INVESTMENT MANAGEMENT SERVICES USING ETF AND OCCASIONAL MARKET TIMING.

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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.
IAR
California
(1/22/2025)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1980About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Dec 1982About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Apr 1976About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 1990About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed Apr 1989About the Series 4 exam

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CRS (Client Relationship Summary) - RIA

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

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