Peter Lawler (CRD# 1131068) is an Investment Advisor Representative working at Grey Street Capital, LLC in Bluffton, SC and has over 23 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grey Street Capital | Chicago, IL | Jun 2018 - Current | 5 |
| Quivet Neck Capital LLC | Wilmette, IL | Jan 2009 - Current | 15 |
| Retired | Wilmette, IL | May 2017 - Jun 2018 | 1 |
| Apex Clearing | Dallas, TX | Jun 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- SC
-
Total Assets Under Management2,028MILLIONS
-
Total Number of Accounts734ACCOUNTS
-
Average Account Value$2,763,321
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, MI, NJ, SC, TX
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