Peter Justin Gardner

Employer firm

Agw Capital Advisors CRD 150570

$1.73B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  Agw Capital Advisors
  Tampa, FL

Previous Registrations

• 2002-06-15 → 2009-05-04
  Wells Fargo Advisors Financial Network, Llc
  Tampa, FL
  Tampa, FL
• 2007-04-13 → 2009-04-06
  Captrust Advisors, Llc
  Tampa, FL
• 2001-11-08 → 2002-06-20
  Captrust Financial Advisors, Llc
  Tampa, FL

Other Businesses

Mr. Gardner serves as a member of the Board of Governors of the Tampa Yacht & Country Club as Vice Commodore. Mr. Gardner is also on the Board of Directors of Ye Mystic Krewe of Gasparilla. Mr. Gardner is a member of the Finance Committee where we help oversee the organization's operating account and reserves (they have an IPS permitting the TYCC to invest in short term treasuries and the like). Mr. Gardner spends about 1 hour per week, outside of business hours on these activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1999-09-01

Designations

• Certified Financial Planner
• Chartered Financial Analyst