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Theodore Richard Waechter

OLD PEAK FINANCE LLC·CHAPEL HILL, North Carolina
Series 7, Series 24, Series 63, Series 65Clean record15 years registeredOLD PEAK FINANCE LLC
100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 1161662Firm CRD# 154804

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Richard Waechter · CHAPEL HILL, NC
Registration
CRD #1161662 · OLD PEAK FINANCE LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

OLD PEAK FINANCE
Aug 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 26, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OLD PEAK FINANCE LLC
CRD 154804 · SEC 801-109968
AUM
$472M
Regulatory assets under management
Employees
10
600 client accounts
Services offered by OLD PEAK FINANCE LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OLD PEAK FINANCE LLC →
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05

Frequently Asked Questions

What services does Theodore Richard Waechter offer?
Theodore Richard Waechter specializes in Financial Planning, Investment Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Theodore Richard Waechter's credentials?
Theodore Richard Waechter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Richard Waechter located?
Theodore Richard Waechter is based in CHAPEL HILL, North Carolina, working with OLD PEAK FINANCE LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Theodore Richard Waechter charge for services?
Theodore Richard Waechter'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 OLD PEAK FINANCE LLC?
OLD PEAK FINANCE LLC has approximately 10 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kathleen Jessica Villegas
CHAPEL HILL, NC

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