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Peter Markert Platt

Platt Investment Counsel, LLC

Cary, NC

CRD 2275710

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Employer firm

Platt Investment Counsel, LLC CRD 118737

$154M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Platt Investment Counsel, Llc

Cary, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-11
TX RA APPROVED 2014-09-15
  • NC RA
    APPROVED
    Since 2026-03-11
  • TX RA
    APPROVED
    Since 2014-09-15

Branch Locations

Cary, NC • 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
Platt Investment Counsel, Llc Cary NC 11/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-15
S63 Uniform Securities Agent State Law Examination 2004-12-28
  • S66 Uniform Combined State Law Examination
    2014-09-15
  • S63 Uniform Securities Agent State Law Examination
    2004-12-28

View on SEC IAPD

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