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Peter Lewis Chandler

Fisher Investments

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About Peter Lewis Chandler

Peter Chandler is a financial advisor at Fisher Investments. Peter has been in the financial services industry for over 20 years. Peter is licensed to provide investment advice in New Jersey and Texas. Peter is also a Certified Financial Planner. Peter has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Fisher Investments, Peter worked at CION Securities, LLC in New York, NY and Sun Life Financial Distributors, Inc. in Wellesley Hills, MA.

Firm Information

Peter Chandler is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Peter Chandler’s Registration & Firm History

NJ

09/15/2023 - Present

Fisher Investments (MADISON NJ)

NY

08/14/2012 - 08/17/2021

CION SECURITIES, LLC (NEW YORK NY)

MA

04/21/2005 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

CT

06/24/2002 - 03/17/2005

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 07/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/21/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Lewis Chandler.
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