Barrack Yard Advisors
47yrs
Top advisor by experience in Maryland
15yrs
Peter Halbrook
Financial advisor at Tritonpoint Wealth
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 55% of advisors at Tritonpoint Wealth
Office5404 Wisconsin Ave Suite. 330, Chevy Chase, MD 20815
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Tritonpoint Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowTritonpoint Wealth, LLCCurrent firm
- 2020 – 2023United Capital Financial AdvisorsPreviously
- 2015 – 2020PNC Wealth Management LLCPreviously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Tritonpoint Wealth at (301) 799-9001 and ask for Peter Halbrook. Peter works from the Chevy Chase, MD office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2012, about 15 years. More experience than 55% of advisors at Tritonpoint Wealth.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Tritonpoint Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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