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David Francis St. Peter

Investment Adviser Representative at AMERICAN INVESTMENT SERVICES INC

Great Barrington, MACRD #5145213Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Francis St. Peter has worked in the securities industry since 2010. They have passed the Series 63 and 7 examinations. They are registered to provide investment advisory services in Massachusetts and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MassachusettsTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/3/2005
Series 7
General Securities Representative Examination
Passed 7/21/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 11.00%
Tier 20.60%
Tier 30.40%
Tier 40.25%
Tier 50.27%
Tier 60.15%
Source

American Investment Services Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AMERICAN INVESTMENT SERVICES INCCurrent
2/18/2010Great Barrington, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AMERICAN INVESTMENT SERVICES INC

5 other advisors in the directory

View AMERICAN INVESTMENT SERVICES INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Francis St. Peter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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David Francis St. Peter - Financial Advisor in Great Barrington, MA | AdvisorFinder