Peter Robert Ayoub

Employer firm

Principal Asset Management CRD 109002

$428B regulatory AUM 137 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2004 → 01/2022
  The Vanguard Group, Inc
  Malvern, PA
• 07/2001 → 10/2016
  Cardio-Kinetics
  Haverford, PA
• 01/2022 → 02/2022
  Fidelity Investments
  Boston, MA
• 03/2022 → Present
  Principal Funds Distributor
  Des Moines, IA
• 03/2022 → Present
  Principal Asset Management
  Des Moines, IA
• 03/2022 → 10/2025
  Principal Securities, Inc.
  Des Moines, IA

Other Businesses

1) Access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates. 2) Executor of Mother's Estate - Executor. Named executor of mother's estate upon her passing. Not investment related. No compensation. 120 S Spring Mill Road Villanova, PA 19085. 3 hrs per week, 0 hrs during trading. Effective 08/24/2023. 3) Trustee for Family Trust - Co-Trustee. Prudently make distributions for health, support, maintenance, and education of family members. Not investment related. No compensation. 120 S Spring Mill Rd Villanova, PA, 19085. <1 hr per week, 0 hrs during trading. Effective 09/13/2023. 4) Financial Planning Association: Philadelphia Tri-state area- Board of Directors. Administrative role assisting members with networking. P.O Box 38 Fairless Hills, PA 19030. No compensation. 0.25 hrs. per week, 0 hrs during trading. Effective 12/03/2024. 5) Bond Club of Philadelphia - Volunteer on Board of Governors. Administrative, helping members network with one another and network outside of the Bond Club of Philadelphia. Not investment related. No compensation. 873 N 24th St Philadelphia, PA 19130. <1 hr per week, 0 hrs during trading. Effective 01/16/2025. 6) Part owner of commercial real estate property. 719 E Lancaster Ave, Downingtown, PA 19335. Approximately 1 hour/week, 0 during trading. Not investment related. Effective 07/06/2026.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-07-08

Designations

• Certified Financial Planner

Other Names

• Pete Ayoub