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Peter Halbrook

Tritonpoint Wealth, LLC

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About Peter Halbrook

Peter Halbrook is an investment advisor representative with Tritonpoint Wealth, LLC. Peter has been in the industry for over a decade. Tritonpoint Wealth, LLC is based in Chevy Chase, Maryland and manages over $1.3 billion in assets. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors for clients.

Firm Information

Peter Halbrook is currently registered with Tritonpoint Wealth, LLC. Tritonpoint Wealth, LLC is an investment advisor headquartered in Chevy Chase, MD. The firm manages over $1.3 billion in assets for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Tritonpoint Wealth, LLC

4445 WILLARD AVE.

CHEVY CHASE, MD 20815

$1.33B

Assets Under Management

Not reported

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Halbrook’s Registration & Firm History

MD

10/18/2023 - Present

Tritonpoint Wealth, LLC (CHEVY CHASE MD)

DC

08/13/2013 - 12/01/2020

PNC INVESTMENTS (WASHINGTON DC)

DC

03/05/2012 - 05/06/2013

WELLS FARGO ADVISORS, LLC (WASHINGTON DC)

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Licenses & Designations

IA

Issued 12/22/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/22/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/02/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Halbrook.
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