David Francis St. peter
Investment adviser representative at American Investment Services Inc
18 yearsExperience
2 statesRegistered in
CFADesignation
$1.1BFirm 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.
- Portfolio management
Experience
18 years in the industry.
- American Investment Services, Inc.Oct 2008 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
American Investment Services Inc
$1.1BAssets managed
378Clients
6Advisers
47 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
- 5145213
- Firm CRD
- 110043