James Robert Peterson
Chief Compliance OfficerPortfolio Advisors LLCCRD 5632262
About James Robert Peterson
James Robert Peterson is listed as Chief Compliance Officer at Portfolio Advisors LLC in Darien, CT. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Portfolio Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Robert Peterson work?
James Robert Peterson is listed as Chief Compliance Officer at Portfolio Advisors LLC on SEC Form ADV.
How much of Portfolio Advisors LLC does James Robert Peterson own?
Form ADV reports a beneficial ownership band of Under 5%.
Portfolio Advisors LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |