Peter
Shouvlin
Barton Investment Management, LLC
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About this Advisor
Peter Shouvlin is a financial advisor based in Wilton, Connecticut, working with Barton Investment Management, LLC. Peter has previously held positions at Pacific Crest Securities, Barton Investment Management, LLC, and Keybanc Capital Markets Inc. Peter has passed the Series 63 regulatory exam and is registered to provide services in Connecticut and Pennsylvania. Currently, Peter is part of Barton Investment Management, LLC, which operates out of Wilton, Connecticut. The firm has 1 office and 6 employees. The firm manages assets totaling $846.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Barton Investment Management, LLC includes asset-based and other fees.
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Barton Investment Management, LLC Brokerage Details
$846,162,934
6
287
$2,948,303
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Peter Shouvlin Work History
Barton Investment Management, LLC
Keybanc Capital Markets Inc
Pacific Crest Securities
Disclosures
Please visit the SEC profile of Peter Shouvlin 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 Barton Investment Management, LLC
Conshohocken, PA
Wilton, CT
Conshohocken, PA
Conshohocken, PA
Key Largo, FL
Conshohocken, PA
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