Peter
Chandler

Fisher Investments

CRD#4547891
Investment Advisor
in Madison, NJ

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About this Advisor

Peter Chandler is a certified financial planner working in Madison, New Jersey with a total of 2 years of relevant experience. Chandler is an employee of Fisher Investments. During their career, Chandler has held roles at Cion Securities, LLC and Fisher Investments. Chandler has a Series 63 license, certifying them as a securities agent, and is registered to advise clients in New Jersey. Fisher Investments is a registered investment business operating out of Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 employees. It has $192 billion in assets among its 269,289 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 37 charitable organizations. Of its 269,289 client accounts, 46% belong to high-net-worth clients who have greater than $1 million in assets. Fisher Investments has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial advisory services typically depend on the type of financial services provided. However, fee types charged by Fisher Investments can consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Madison, NJ

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

NJ Average: $3,042,739,679
Total Number of Employees

3,349

NJ Average: 49
Total Number of Accounts

269,289

NJ Average: 2,315
Average Account Size

$714,467

NJ Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Peter Chandler Work History

Peter has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fisher Investments

2012 - 2021 (9 years)

Cion Securities, LLC

*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 Chandler 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 Fisher Investments

Roma Miller
Plano, TX
Brandon Ferree
Camas, WA
Patrick Mccormick
Westerville, OH
Frank Fontanella
Marietta, GA
Melissa Sullivan
Plano, TX
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

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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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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