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Peter Christopher Woolston

THE Burney Co.

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About Peter Christopher Woolston

Peter Woolston is a registered investment advisor representative with The Burney Co. in Essex, CT. Peter has been in the industry since 1981 and has experience with both individual and investment company clients. He holds the Series 7, Series 2, Series 63, and Series 65 licenses and provides financial planning and portfolio management services. Peter has previously been employed by Legg Mason Wood Walker, Incorporated and E. F. Hutton & Company Inc.

Firm Information

Peter Woolston is currently registered with THE Burney Co.. THE Burney Co. is an investment advisory firm with approximately $1 billion - $10 billion in assets under management. The firm, which is headquartered in RESTON, VA, has 40 investment advisory functions and 27 investment adviser representatives. They provide investment advice to individuals, corporations, investment companies, pension and profit sharing plans, and charitable organizations.
THE Burney Co.

1800 ALEXANDER BELL DRIVE

RESTON, VA 20191

$2.68B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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tax preparation services

Tax preparation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Woolston’s Registration & Firm History

CT

01/22/1991 - Present

THE Burney Co. (ESSEX CT)

NA

08/06/1982 - 11/15/1983

LEGG MASON WOOD WALKER, INCORPORATED

NA

07/28/1981 - 08/19/1982

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 10/02/1990

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/1989

Series 2 - Non-Member General Securities Examination

BC

Issued 07/18/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Christopher Woolston.
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