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Peter Thurston Davis

Charles Schwab & CO., Inc.

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About Peter Thurston Davis

Peter Thurston Davis is an active investment advisor representative with Charles Schwab & CO., Inc., located in Paramus, NJ. Peter has been in the financial industry since December 1998. Prior to joining Charles Schwab, Peter was associated with TD AMERITRADE, INC. and Charles Schwab & CO., INC. in Paramus, NJ. Peter holds Series 7, Series 52, Series 63 and Series 66 licenses as well as the SIE exam. Peter is registered in 14 states: California, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, and Virginia. Peter has a strong background in providing investment advice to individuals and businesses.

Firm Information

Peter Davis is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Peter Davis’s Registration & Firm History

NJ

03/14/2022 - Present

Charles Schwab & CO., Inc. (Paramus NJ)

NJ

06/10/2013 - 07/29/2024

TD AMERITRADE, INC. (Paramus NJ)

NJ

10/03/2001 - 06/10/2013

CHARLES SCHWAB & CO., INC. (PARAMUS NJ)

MI

11/25/1998 - 09/07/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

BOTH

Issued 12/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/20/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Peter Thurston Davis.
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