Peter Craig Dutoit
Investment adviser representative at Osaic Wealth, Inc.
17 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 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
17 years in the industry.
- Osaic Wealth, Inc.Nov 2021 to now
- Royal Alliance Associates, Inc.Nov 2021 to now
- TD Bank N.A.Jan 2020 to Nov 2021
- TD Private Client Wealth LLCJan 2020 to Nov 2021
- TD Ameritrade, IncJul 2019 to Jan 2020
- Foresters Financial ServicesMar 2016 to Jul 2019
- Foresters Advisory Services, LLCJan 2014 to Jun 2019
- The FullersNov 2009 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5953058
- Firm CRD
- 23131