Peter
Shouvlin

Barton Investment Management, LLC

CRD#2368884
Investment Advisor
in Wilton, CT

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About this Advisor

Peter Shouvlin is a financial advisor operating out of Wilton, Connecticut with 5 years of relevant experience. Shouvlin is currently employed by Barton Investment Management, LLC. Their career trajectory has included roles at Pacific Crest Securities, Barton Investment Management, LLC and Keybanc Capital Markets Inc. Shouvlin has a Series 63 license, which qualifies them as a securities agent, and is registered to work in Connecticut and Pennsylvania. Barton Investment Management, LLC is an advisory company that has its headquarters in Conshohocken, PA. The investment advisory business has a total of six advisors. It has $568 million in assets across its 299 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 299 customer accounts, 84% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a set of services, such as portfolio management for individuals and small businesses and other services. Financial management fee schedules typically depend on the financial services. Fees billed by Barton Investment Management, LLC may include any blend of asset-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Others

Office Location

Wilton, CT

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Barton Investment Management, LLC Brokerage Details

Total Assets Under Management

$567,791,091

CT Average: $15,833,994,310
Total Number of Employees

6

CT Average: 41
Total Number of Accounts

299

CT Average: 3,342
Average Account Size

$1,898,967

CT Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Peter Shouvlin Work History

Peter has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Barton Investment Management, LLC

2015 - 2017 (2 years)

Keybanc Capital Markets Inc

2012 - 2015 (3 years)

Pacific Crest Securities

*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 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

Peter Shouvlin
Wilton, CT
James Tatlow
Conshohocken, PA
Janna Forte
Conshohocken, PA
Henry Riley
Conshohocken, PA
John Riley
Key Largo, FL

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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