Unclaimed Profile

Peter P Jenkins

BIEGEL & WALLER LLC·COLUMBIA, Maryland

Series 7, Series 9, Series 10, Series 63, Series 65, Series 66Clean record24 years registeredBIEGEL & WALLER LLC

10211 WINCOPIN CIRCLE, COLUMBIA, MD 21044CRD# 2443917Firm CRD# 109597

Profile Verification

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

Identity

Peter P Jenkins · COLUMBIA, MD

Registration

CRD #2443917 · BIEGEL & WALLER LLC · 24 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Nov 2023 – present

BDO WEALTH ADVISORS, LLC

Feb 2020 – Nov 2023

COLUMBIA, MD

BIEGEL WALLER INVESTMENT ADVISORY SERVICES

Jan 2010 – Jan 2020

COLUMBIA, MD

CREDIT SUISSE SECURITIES (USA) LLC

Jan 2003 – Jan 2010

WEST CONSHOHOCKEN, PA

DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

Feb 2002 – Jan 2003

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · February 22, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIEGEL & WALLER LLC

CRD 109597 · SEC 801-57900

AUM

$512M

Regulatory assets under management

Employees

1,256 client accounts

Services offered by BIEGEL & WALLER LLC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BIEGEL & WALLER LLC →

Introduction

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Frequently Asked Questions

What services does Peter P Jenkins offer?

Peter P Jenkins specializes in Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Peter P Jenkins's credentials?

Peter P Jenkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter P Jenkins located?

Peter P Jenkins is based in COLUMBIA, Maryland, working with BIEGEL & WALLER LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Peter P Jenkins charge for services?

Peter P Jenkins'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 BIEGEL & WALLER LLC?

BIEGEL & WALLER LLC has approximately 11 employees and manages $512M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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