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Peter Nicholas Espiritu

Bakeravenue

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About Peter Nicholas Espiritu

Peter Nicholas Espiritu is a registered Investment Advisor Representative with Bakeravenue, headquartered in San Francisco, CA. Peter has been in the industry since 2001. Peter has a strong background in financial services and is committed to providing clients with personalized investment advice. Peter currently holds Series 63, Series 66, Series 7, Series 9, Series 10 and SIE licenses. Peter is a specialist in providing advisory services to individuals, charitable organizations, and corporations or other businesses.

Firm Information

Peter Espiritu is currently registered with Bakeravenue. Bakeravenue is a registered investment advisor based in San Francisco, California. They provide financial planning, portfolio management for individuals, and educational seminars. Bakeravenue primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They have over $2.5 billion in regulatory assets under management.
Bakeravenue

301 BATTERY STREET

SAN FRANCISCO, CA 94111

$2.59B

Assets Under Management

1

Total Clients

26

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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 Espiritu’s Registration & Firm History

CA

07/10/2024 - Present

Bakeravenue (SAN FRANCISCO CA)

CA

08/03/2001 - 07/23/2024

CHARLES SCHWAB & CO., INC. (Corte Madera CA)

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Licenses & Designations

BOTH

Issued 10/28/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/15/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Peter Nicholas Espiritu. Review regulatory record here.
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