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Daniel William Peterson

Alamo Advisors, LP

San Antonio, TX

CRD 4527851

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Employer firm

Alamo Advisors, LP CRD 122290

$3.87B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alamo Advisors, Lp

4114 Pond Hill Suite 201, San Antonio, TX 78231 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2003-01-14
  • TX RA
    APPROVED
    Since 2003-01-14

Branch Locations

4114 Pond Hill Suite 201, San Antonio, TX 78231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alamo Advisors, Lp San Antonio TX 07/2002 Present
Previous Registrations
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Daniel W. Peterson

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX

More in San Antonio, TX

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