Scott
Peters

Gordian Wealth Advisors, LLC

CRD#1414526
Investment Advisor
in Mill Valley, CA

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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

Series 63, Series 66

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

100 B Shoreline Hwy Suite 302
Mill Valley, CA 94941

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Gordian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$308,620,238

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

6

CA Average: 43
Total Number of Accounts

292

CA Average: 3,727
Average Account Size

$1,056,919

CA Average: $2,033,427

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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.

2017 - Present (6 years)

Capulent, LLC

2015 - Present (8 years)

Gordian Wealth Advisors, LLC

2015 - 2017 (2 years)

Sanctuary Securities, LLC

2015 - 2015 (< 1 year)

Sanctuary Wealth Advisors, LLC

2014 - 2015 (1 year)

N/A

1995 - 2014 (19 years)

Tradewinds Financial Corp

Disclosures

Scott Peters has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gordian Wealth Advisors, LLC

Elliott Elbaz
Mill Valley, CA
Michael Phippen
Mill Valley, CA
Cullen Jowitt
Palm Desert, CA
Scott Peters
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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