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professional profile

Peter White Madlem, CFA

IAR Santa Barbara, CA CRD 1363143 Last verified October 2026

Overview

Peter White Madlem is an investment adviser representative based in Santa Barbara, CA, with 40 years in the industry.

Years in the industry
40
States registered
1
Exams passed
2
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2022

Book and practice

Firm assets under management on file

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