Peter Steven Moulton
Investment adviser representative at Twin Rivers Wealth Management
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$121.5MFirm 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.
- Twin Rivers Wealth ManagementAug 2019 to now
- Cambridge Investment Research Advisors, Inc.Mar 2014 to Dec 2019
- Cambridge Investment Research, Inc.Mar 2014 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, TX).
Twin Rivers Wealth Management
Legal name: Twin Rivers Wealth Management LLC
$121.5MAssets managed
274Clients
4Advisers
Under 1 yearIn 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
- 6154297
- Firm CRD
- 305773