Gregory James Duncan-Peters

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 12/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Mclean, VA
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 05/2024 → Present
  Raymond James & Associates
  Bethesda, MD

Previous Registrations

• 2015-12-02 → 2024-05-15
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Bethesda, MD
  Columbia, MD
  Palm Coast, FL
  Bethesda, MD
• 2009-04-24 → 2015-12-11
  Ubs Financial Services Inc.
  Palm Coast, FL
  Bethesda, MD
• 2006-02-21 → 2009-05-14
  Citigroup Global Markets Inc.
  Bethesda, MD
  New York, NY
  Bethesda, MD
• 1998-10-21 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Bethesda, MD

Other Businesses

(1)Name of Business: Duncan-Peters, II Address: 880 Carillon Parkway, Saint Petersburg, FL, 33716, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/29/1996 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for my Son's Irrevocable Trust granted by his Grandmother. This Trust will terminate at age 35 (in 5 Years).\n\n (2)Name of Business: Minotaur, LLC Address: 14 San Pedro Court, Palm Coast, FL, 32137, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/15/2009 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 with my Spouse \nWhere we conduct activities from home\n\nOperating Agreement disclosure shows us as members.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-16
• S63 Uniform Securities Agent State Law Examination
  1982-05-10

Other Names

• Gregory James Duncanpeters