Peter Finkel
Eliot Finkel Investment Counsel · Beverly Hills, California
Peter Finkel is a fee-only financial advisor at Eliot Finkel Investment Counsel in Beverly Hills, California, who holds the CFA credential. Eliot Finkel Investment Counsel reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Eliot Finkel Investment Counsel |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $187.0M across 174 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2840047 |
| Exams passed | Series 63 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.efinvest.com |
| Profile |
How Peter's firm compares
- Eliot Finkel Investment Counsel's average account is about $1.1 million, from its Form ADV (assets managed divided by 174 accounts).
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Questions about Peter
Is Peter Finkel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Eliot Finkel Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Eliot Finkel Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Peter Finkel based?
Peter Finkel is based in Beverly Hills, California.
What credentials does Peter Finkel hold?
Peter Finkel holds the CFA credential.
Is Peter Finkel registered with the SEC?
Yes. Peter Finkel is registered as an investment adviser representative in CA (CRD 2840047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eliot Finkel Investment Counsel manage?
Eliot Finkel Investment Counsel reports $187.0M across 174 accounts in assets under management.
How do I contact Peter Finkel?
Through Peter's website, www.efinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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