Peter E Metcalf
Investment adviser representative at Independent Advisor Alliance, LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$17.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Independent Advisor Alliance, LLCJun 2024 to now
- LPL Financial, LLCJun 2024 to now
- Morgan Stanley Private Bank, N.AAug 2020 to Jun 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2024
- Morgan StanleyMay 2014 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, ME, NH).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
12 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
- 5764255
- Firm CRD
- 168267