Peter
Lawler

Grey Street Capital, LLC

CRD#1131068
Investment Advisor
in Bluffton, SC

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About this Advisor

Peter Lawler is a financial advisor working out of Bluffton, South Carolina who has 1 year of industry experience. Lawler is on the advisory team at Grey Street Capital, LLC. Their career trajectory has included roles at Quivet Neck Capital LLC, Nico Securities, LLC, Apex Clearing, Retired and Grey Street Capital. Lawler has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina. Grey Street Capital, LLC is an advisory business operating out of Chicago, IL. It has offices in five locations and a total of 11 people on staff. It has $2 billion in assets under management between its 661 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 661 client accounts, 96% are held by high-net-worth investors who have at least $1 million in assets. Grey Street Capital, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types charged by Grey Street Capital, LLC likely include any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Bluffton, SC

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Grey Street Capital, LLC Brokerage Details

Total Assets Under Management

$1,676,101,344

SC Average: $6,674,516,078
Total Number of Employees

11

SC Average: 44
Total Number of Accounts

661

SC Average: 2,564
Average Account Size

$2,535,706

SC Average: $2,603,165

Investment Advisory Services

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

Peter Lawler Work History

Peter has been registered as a financial advisor for 1 years.*

2018 - Present (6 years)

Grey Street Capital

2009 - Present (15 years)

Quivet Neck Capital LLC

2017 - 2018 (1 year)

Retired

2013 - 2013 (< 1 year)

Nico Securities, LLC

2012 - 2017 (5 years)

Apex Clearing

*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 Lawler 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 Grey Street Capital, LLC

Roger Klauer
Chicago, IL
Monica Barrera
Chicago, IL
Timothy Simon
Green Village, NJ
Ryan Singer
Chicago, IL
Peter Lawler
Bluffton, SC
Melissa Ahearn
Phoenix, AZ
Eric Laumann
Chicago, IL
Joseph Page
Chicago, IL

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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