Burton Peter Street
Investment adviser representative at Trust Investment Advisors Wealth Management, LLC
18 yearsExperience
2 statesRegistered in
$34.4MFirm assets
2 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 assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Trust Investment Advisors Wealth Management, LLCOct 2023 to now
- Trust Investment AdvisorsFeb 2020 to now
- Robert W. BairdAug 2017 to Feb 2020
- RBC Capital Markets CorporationMar 2008 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
Trust Investment Advisors Wealth Management, LLC
$34.4MAssets managed
38Clients
3Advisers
2 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
- 2332253
- Firm CRD
- 329218