Peter Ferdinand Tobeason
Investment adviser representative at Silvercrest Asset Management Group LLC
14 yearsExperience
2 statesRegistered in
$28.3BFirm assets
24 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Silvercrest Asset Management Group LLCNov 2012 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Silvercrest Asset Management Group LLC
$28.3BAssets managed
1,205Clients
34Advisers
24 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
- 5058793
- Firm CRD
- 118333