Peter Heller Finkel
Investment adviser representative at Eliot Finkel Investment Counsel, LLC
23 yearsExperience
1 stateRegistered in
CFADesignation
$187MFirm assets
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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
23 years in the industry.
- Eliot Finkel Investment Counsel, LLCAug 2003 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Eliot Finkel Investment Counsel, LLC
$187MAssets managed
73Clients
1Advisers
52 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
- 2840047
- Firm CRD
- 104695