Peter
Platt
Platt Investment Counsel, LLC
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About this Advisor
Peter Platt is a financial advisor operating in Lake Mary, Florida who has 9 years of industry experience. Platt currently works for Platt Investment Counsel, LLC. During their career, the advisor has held roles at Jonestrading and Platt Investment Counsel, LLC. Platt maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in California, Florida, Minnesota and Texas. Platt Investment Counsel, LLC is a business operating in Lake Mary, Florida. The firm has just one employee. It oversees $114 million in assets among its 372 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 372 accounts, 30% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services are provided. However, fees charged by Platt Investment Counsel, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Platt Investment Counsel, LLC Brokerage Details
$113,452,831
1
372
$304,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Peter Platt Work History
Peter has been registered as a financial advisor for 9 years.*
Platt Investment Counsel, LLC
Jonestrading
*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 Platt 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 Platt Investment Counsel, LLC
Lake Mary, 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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