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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Allan Sykes is a Registered Investment Advisor with Aristotle Capital Management, LLC. Peter has been in the financial services industry since 1991 and has extensive experience working with a variety of clients, including corporations, individuals, and institutional investors. Peter's expertise includes portfolio management, investment advisory services, and financial planning. Peter has held senior positions at a number of prominent firms, including FDX Capital LLC, Catalyst Mutals Fund Distributors LLC, and Putnam Retail Management Limited Partnership. Peter's experience and expertise make him a valuable asset to any investor looking for professional financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/13/2018 - Present
Aristotle Capital Management, LLC (San Francisco CA)
CA
04/04/2018 - 10/24/2023
IMST DISTRIBUTORS, LLC (Newport Beach CA)
NY
09/27/2017 - 03/13/2018
FDX CAPITAL LLC (NEW YORK NY)
NY
09/15/2015 - 09/27/2017
FDX CAPITAL LLC (NEW YORK NY)
NY
03/10/2015 - 09/15/2015
CATALYST MUTUALS FUND DISTRIBUTORS LLC (NEW YORK NY)
MA
07/20/2012 - 09/08/2014
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MD
03/26/2002 - 08/24/2011
RYDEX DISTRIBUTORS, LLC (ROCKVILLE MD)
MA
08/26/1998 - 01/18/2002
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
CA
02/25/1991 - 07/16/1998
GT GLOBAL, INC. (SAN FRANCISCO CA)
NY
06/01/1989 - 12/20/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/19/1988 - 06/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 12/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1988
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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