AdvisorOS Directory
Claim Profile
Unclaimed Profile
DB

Daniel Stewart Botti

PEREGRINE ASSET ADVISERS, INC.·PORTLAND, Oregon
Series 7, Series 63, Series 6625 years registeredPEREGRINE ASSET ADVISERS, INC.
9755 SW BARNES RD, PORTLAND, OR 97225CRD# 1272707Firm CRD# 115738

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Stewart Botti · PORTLAND, OR
Registration
CRD #1272707 · PEREGRINE ASSET ADVISERS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

PEREGRINE ASSET ADVISERS, INC.
Jun 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · June 29, 2001
Years registered · 25
03

Disclosure History

2002Customer Dispute·Settled
2001Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PEREGRINE ASSET ADVISERS, INC.
CRD 115738 · SEC 801-60608
AUM
$520M
Regulatory assets under management
Employees
6
502 client accounts
Services offered by PEREGRINE ASSET ADVISERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PEREGRINE ASSET ADVISERS, INC. →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Daniel Stewart Botti offer?
Daniel Stewart Botti specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Daniel Stewart Botti's credentials?
Daniel Stewart Botti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Stewart Botti located?
Daniel Stewart Botti is based in PORTLAND, Oregon, working with PEREGRINE ASSET ADVISERS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Daniel Stewart Botti charge for services?
Daniel Stewart Botti's firm is compensated through percentage of aum, subscription fees, other: annual account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEREGRINE ASSET ADVISERS, INC.?
PEREGRINE ASSET ADVISERS, INC. has approximately 6 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in PORTLAND, Oregon

Melinda L De Bruyne
BUMPED INVEST, LLC·PORTLAND, OR
Paul Christian Slivon
MONTIBUS CAPITAL MANAGEMENT LLC.·PORTLAND, OR
Gabriella Alana Richard
BLUE WATER WEALTH, INC.·PORTLAND, OR
Adriana Ramos Courts
PREISZ ASSOCIATES, INC.·PORTLAND, OR
Bryn Torkelson
DESCHUTES PORTFOLIO STRATEGY, LLC·PORTLAND, OR
John Yao Liu
LAURELHURST ASSET MANAGEMENT LLC·PORTLAND, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)WEST LINN (8)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile