Peter Frank Heilbron
Investment adviser representative at Trace Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFADesignation
$295MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Yds Investments LLCApr 2025 to now
- Trace Wealth Advisors, LLCJan 2022 to now
- LPL Financial, LLCApr 2019 to Jan 2022
- Northern Trust Wealth ManagementJun 2013 to Apr 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Trace Wealth Advisors
Legal name: Trace Wealth Advisors, LLC
$295MAssets managed
66Clients
1Advisers
4 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
- 5102751
- Firm CRD
- 317542