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Silas Michael Peterson

Financial Partners, LLC

Santa Fe, NM

CRD 7531354

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Employer firm

Financial Partners, LLC CRD 170002

$182M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Financial Partners, Llc

613 Old Santa Fe Trail, Santa Fe, NM 87505 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-04-04
  • NM RA
    APPROVED
    Since 2022-04-04

Branch Locations

613 Old Santa Fe Trail, Santa Fe, NM 87505 • 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
Financial Partners, Llc Santa Fe NM 01/2022 Present
The Hire Firm Santa Fe NM 01/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-18
  • S65 Uniform Investment Adviser Law Examination
    2022-03-18

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
G. ALLEN FINANCIAL INC.

Nearby Investors

LAWRENCE ELLIOT SCHWARTZ
ANTONIO CARLOS LOPEZ
ROBERT CALDER STACK

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · SANTA FE, NM
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SANTA FE, NM
G. ALLEN FINANCIAL INC. · SANTA FE, NM

More in Santa Fe, NM

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