Unclaimed Profile

Peter T Haley

ULLICO INVESTMENT ADVISORS, INC.·SILVER SPRING, Maryland

SIE, Series 7TOClean recordULLICO INVESTMENT ADVISORS, INC.

8403 COLESVILLE ROAD, SILVER SPRING, MD 20910CRD# 5511027Firm CRD# 106628

Profile Verification

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

Identity

Peter T Haley · SILVER SPRING, MD

Registration

CRD #5511027 · ULLICO INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ULLICO INVESTMENT ADVISORS, INC.

CRD 106628 · SEC 801-36371

AUM

$11.3B

Regulatory assets under management

Employees

18 client accounts

Services offered by ULLICO INVESTMENT ADVISORS, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at ULLICO INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Peter T Haley offer?

Peter T Haley specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SILVER SPRING, Maryland for a consultation.

What are Peter T Haley's credentials?

Peter T Haley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter T Haley located?

Peter T Haley is based in SILVER SPRING, Maryland, working with ULLICO INVESTMENT ADVISORS, INC.. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.

How does Peter T Haley charge for services?

Peter T Haley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ULLICO INVESTMENT ADVISORS, INC.?

ULLICO INVESTMENT ADVISORS, INC. has approximately 83 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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