Unclaimed Profile

Peter Madison Walton

GREERWALKER WEALTH LLC·CHARLOTTE, North Carolina

Series 7, Series 31, Series 66Clean record16 years registeredGREERWALKER WEALTH LLC

227 WEST TRADE STREET, CHARLOTTE, NC 28202CRD# 5734995Firm CRD# 118154

Profile Verification

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

Identity

Peter Madison Walton · CHARLOTTE, NC

Registration

CRD #5734995 · GREERWALKER WEALTH LLC · 16 years registered

Brand Profile

Not yet started

Career History

7PW WEALTH, LLC

Oct 2022 – present

GREERWALKER WEALTH LLC

Nov 2020 – Sep 2022

CHARLOTTE, NC

TRAVERSE WEALTH

Aug 2011 – Dec 2020

MOORESVILLE, NC

MORGAN STANLEY SMITH BARNEY LLC

Feb 2010 – Aug 2011

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · February 1, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREERWALKER WEALTH LLC

CRD 118154 · SEC 801-61246

AUM

$346M

Regulatory assets under management

Employees

618 client accounts

Services offered by GREERWALKER WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREERWALKER WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Peter Madison Walton offer?

Peter Madison Walton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Peter Madison Walton's credentials?

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

Where is Peter Madison Walton located?

Peter Madison Walton is based in CHARLOTTE, North Carolina, working with GREERWALKER WEALTH LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Peter Madison Walton charge for services?

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

How large is GREERWALKER WEALTH LLC?

GREERWALKER WEALTH LLC has approximately 5 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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