Peter Craig Dutoit

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2009 → 10/2017
  The Fullers
  Oceanport, NJ
• 01/2014 → 06/2019
  Foresters Advisory Services, Llc
  Edison, NJ
• 03/2016 → 07/2019
  Foresters Financial Services
  Edison, NJ
• 07/2019 → 01/2020
  Td Ameritrade, Inc
  Jersey City, NJ
• 01/2020 → 11/2021
  Td Private Client Wealth Llc
  New York, NY
• 01/2020 → 11/2021
  Td Bank N.A.
  New York, NY
• 11/2021 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ

Previous Registrations

• 2020-03-02 → 2021-11-18
  Td Private Client Wealth Llc
  New York, NY
  New York, NY
  Mount Laurel, NJ
• 2019-07-18 → 2020-01-13
  Td Ameritrade, Inc.
  Jersey City, NJ
  Omaha, NE
• 2014-01-17 → 2019-06-28
  Foresters Advisory Services, Llc
  Edison, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-31

Other Names

• Peter C Dutoit