Unclaimed Profile

Peter Michael Sousa

LITMAN GREGORY ASSET MANAGEMENT, LLC·WALNUT CREEK, California

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record18 years registeredLITMAN GREGORY ASSET MANAGEMENT, LLC

1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596-4111CRD# 4254630Firm CRD# 107611

Profile Verification

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

Identity

Peter Michael Sousa · WALNUT CREEK, CA

Registration

CRD #4254630 · LITMAN GREGORY ASSET MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Mar 2026 – present

BLACKROCK FUND ADVISORS

Dec 2010 – Dec 2011

SAN FRANCISCO, CA

CREDIT SUISSE SECURITIES (USA) LLC

Sep 2008 – Dec 2010

SAN FRANCISCO, CA

LEHMAN BROTHERS INC.

Feb 2008 – Oct 2008

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · February 14, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

CRD 107611 · SEC 801-50916

AUM

$2.4B

Regulatory assets under management

Employees

1,890 client accounts

Services offered by LITMAN GREGORY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LITMAN GREGORY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Michael Sousa offer?

Peter Michael Sousa specializes in Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Peter Michael Sousa's credentials?

Peter Michael Sousa holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Michael Sousa located?

Peter Michael Sousa is based in WALNUT CREEK, California, working with LITMAN GREGORY ASSET MANAGEMENT, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Peter Michael Sousa charge for services?

Peter Michael Sousa's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LITMAN GREGORY ASSET MANAGEMENT, LLC?

LITMAN GREGORY ASSET MANAGEMENT, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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