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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 Kranzler is an investment advisor representative with San Mateo Capital Management LLC and is registered with the state of California. Peter has been in the industry since September 2012 and has been with San Mateo Capital Management LLC since that time. Peter is a Series 65 licensed investment advisor representative and holds a Uniform Investment Adviser Law Examination license, taken in April of 2010. The firm specializes in providing financial planning and portfolio management services for both individuals and high net worth individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
11/07/2012 - Present
SAN Mateo Capital Management LLC (PETALUMA CA)
IA
Issued 04/23/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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