Peter Markert Platt
Investment adviser representative at Platt Investment Counsel, LLC
13 yearsExperience
2 statesRegistered in
$153.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Platt Investment Counsel, LLCNov 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Platt Investment Counsel, LLC
$153.6MAssets managed
145Clients
1Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2275710
- Firm CRD
- 118737