Peter
Nesbitt

Dunham & Associates Investment Counsel, Inc

CRD#5404077
Investment Advisor
in San Diego, CA

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About this Advisor

Peter Nesbitt is a financial advisor working in San Diego, California, with a total of 13 years of industry experience. Nesbitt is an employee of Dunham & Associates Investment Counsel, Inc. They have spent their whole career at Dunham & Associates Investment Counsel, Inc. Nesbitt maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in California. Dunham & Associates Investment Counsel, Inc is a registered investment firm that has its headquarters in San Diego, CA. It has a total of 33 people on staff. It oversees $3 billion in assets between its 9,143 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 44 charities and foundations. Of its 9,143 accounts, 18% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Dunham & Associates Investment Counsel, Inc may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6256 Greenwich Drive Suite 550
San Diego, CA 92122

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Dunham & Associates Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$2,901,635,752

CA Average: $7,578,581,321
Total Number of Employees

33

CA Average: 43
Total Number of Accounts

9,143

CA Average: 3,727
Average Account Size

$317,361

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Peter Nesbitt Work History

Peter has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Dunham & Associates Investment Counsel, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Nesbitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dunham & Associates Investment Counsel, Inc

Nehemiah Mcfarlin
San Diego, CA
Robert Pancrazi
San Diego, CA
Viktoria Palermo
San Diego, CA
Jason Greer
San Diego, CA
Robert Seevers
San Diego, CA
Eugene Choi
San Diego, CA
Rebecca Martin
San Diego, CA
Benjamin Lucas
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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