Peter Connable Shouvlin
Investment adviser representative at Barton Investment Management, LLC
11 yearsExperience
2 statesRegistered in
$984.7MFirm assets
20 yearsFirm in business
Are you Peter Connable Shouvlin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Barton Investment Management, LLCMar 2017 to now
- Keybanc Capital Markets Inc.Apr 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CT, PA).
Barton Investment Management, LLC
$984.7MAssets managed
94Clients
6Advisers
20 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
- 2368884
- Firm CRD
- 141084