Peter Ream
Investment adviser representative at Capital Analysts
13 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital AnalystsJul 2020 to now
- Lincoln InvestmentJul 2020 to now
- HSBC Bank USA, N.A.May 2017 to Jun 2020
- HSBC Securities (USA) IncMay 2017 to Jun 2020
- PNC BankNov 2013 to Apr 2017
- PNC InvestmentsNov 2013 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 4746887
- Firm CRD
- 162200