Investment adviser representative · Hawkins Investment Counsel, LLC
Peter Morton
CRD 6998741 · Pleasant Hill, CA
At a glance
Peter Morton is an investment adviser representative with Hawkins Investment Counsel, LLC in Pleasant Hill, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Peter’s SEC record dates to 2020, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Hawkins Investment Counsel, LLCSince March 2025Pleasant Hill, CA · $168M in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Peter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.