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David Francis St. Peter

AMERICAN INVESTMENT SERVICES INC·GREAT BARRINGTON, Massachusetts
Series 7, Series 63Clean record16 years registeredAMERICAN INVESTMENT SERVICES INC
250 DIVISION STREET, GREAT BARRINGTON, MA 01230CRD# 5145213Firm CRD# 110043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Francis St. Peter · GREAT BARRINGTON, MA
Registration
CRD #5145213 · AMERICAN INVESTMENT SERVICES INC · 16 years registered
Brand Profile
Not yet started
01

Career History

AMERICAN INVESTMENT SERVICES INC
Feb 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · February 18, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN INVESTMENT SERVICES INC
CRD 110043 · SEC 801-14337
AUM
$1.2B
Regulatory assets under management
Employees
11
1,473 client accounts
Services offered by AMERICAN INVESTMENT SERVICES INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AMERICAN INVESTMENT SERVICES INC →
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05

Frequently Asked Questions

What services does David Francis St. Peter offer?
David Francis St. Peter specializes in Investment Management, Wealth Management. Contact their office in GREAT BARRINGTON, Massachusetts for a consultation.
What are David Francis St. Peter's credentials?
David Francis St. Peter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Francis St. Peter located?
David Francis St. Peter is based in GREAT BARRINGTON, Massachusetts, working with AMERICAN INVESTMENT SERVICES INC. Their office serves clients in the GREAT BARRINGTON metropolitan area and surrounding communities.
How does David Francis St. Peter charge for services?
David Francis St. Peter's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN INVESTMENT SERVICES INC?
AMERICAN INVESTMENT SERVICES INC has approximately 11 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN INVESTMENT SERVICES INC

Seth Lawrence Hoffman
GREAT BARRINGTON, MA
Charles Dwayne Murphy
GREAT BARRINGTON, MA
John Lane Barry
GREAT BARRINGTON, MA
Christine Marie Weaver
GREAT BARRINGTON, MA

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