Scott
Peters
Gordian Wealth Advisors, LLC
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About this Advisor
Scott Peters is a financial advisor operating out of Mill Valley, California, who has been in the financial industry for 27 years. Peters currently works for Gordian Wealth Advisors, LLC. Over the course of their career, Peters has held roles at Tradewinds Financial Corp, Sanctuary Securities, LLC, Sanctuary Wealth Advisors, LLC, Gordian Wealth Advisors, LLC, N/A and Capulent, LLC. Peters maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in California. Gordian Wealth Advisors, LLC is a company that has its headquarters in Mill Valley, California. The firm has a total of six employees. It handles $309 million in assets among its 292 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 292 customer accounts, 97% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors are based on which service is provided. Fees charged by Gordian Wealth Advisors, LLC may include any combination of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Gordian Wealth Advisors, LLC Brokerage Details
$308,620,238
6
292
$1,056,919
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Scott Peters Work History
Scott has 27 years of experience.
Capulent, LLC
Gordian Wealth Advisors, LLC
Sanctuary Securities, LLC
Sanctuary Wealth Advisors, LLC
N/A
Tradewinds Financial Corp
Disclosures
Scott Peters has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Gordian Wealth Advisors, LLC
Mill Valley, CA
Mill Valley, CA
Palm Desert, CA
Mill Valley, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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