Unclaimed Profile

Stephen Ford Peterson

SAND HILL GLOBAL ADVISORS, LLC·PALO ALTO, California

Series 7, Series 63Clean record16 years registeredSAND HILL GLOBAL ADVISORS, LLC

245 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 1930500Firm CRD# 111295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Ford Peterson · PALO ALTO, CA

Registration

CRD #1930500 · SAND HILL GLOBAL ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SAND HILL GLOBAL ADVISORS, LLC

Feb 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · February 16, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAND HILL GLOBAL ADVISORS, LLC

CRD 111295 · SEC 801-58002

AUM

$3.4B

Regulatory assets under management

Employees

1,963 client accounts

Services offered by SAND HILL GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAND HILL GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Ford Peterson offer?

Stephen Ford Peterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Stephen Ford Peterson's credentials?

Stephen Ford Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Ford Peterson located?

Stephen Ford Peterson is based in PALO ALTO, California, working with SAND HILL GLOBAL ADVISORS, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Stephen Ford Peterson charge for services?

Stephen Ford Peterson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAND HILL GLOBAL ADVISORS, LLC?

SAND HILL GLOBAL ADVISORS, LLC has approximately 32 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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