Peter Stuart Schweizer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 04/2013 → Present
  Raymond James Financial Services, Inc
  Elmira, NY
• 04/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Elmira, NY

Previous Registrations

• 2010-05-03 → 2013-04-22
  Wells Fargo Clearing Services, Llc
  Elmira, NY

Other Businesses

(1)Name of Business: Guardian Wealth Management, LLC Address: 100 N Main St Ste 100, Elmira, NY, 14901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/02/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner of the LLC that owns the book of business held at Raymond James. All of the business/accounts are run through Raymond James. (2)Name of Business: Hudson Stuart Holdings, LLC Address: 930 W. Church St., Elmira, NY, 14905, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner in LLC that will own our new office building. (3)Name of Business: The Brand Schweizer Group Address: 930 West Church Street, Elmira, NY, 14905, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/10/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Brand Schweizer Group is our DBA name for our Raymond James related practice.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-30

Other Names

• Peter Schweizer