Peter Dixon has been Managing Member / Chief Compliance Officer of Waypoint Wealth Management since October 2016, is a control person of the firm and directly owns 75% or more of it. Peter Dixon holds a Bachelor of Arts in Economics from St. Mary's College of Maryland.
Waypoint Wealth Management, LLC is a Timonium, MD firm with $242M under management, 207 clients and 1 adviser in one office, as of its August 2026 filing.
Pete Dixon is Owner / Advisor of Waypoint Wealth Management. He began his financial career in 1998 with Legg Mason in Baltimore, then joined a nearby financial advisory firm, where he specialized in retirement planning and investment management. He is a past President and Chairman of the Board of the Financial Planning Association of Maryland.
Peter Dixon’s longest registration is the current one, 11 years at Waypoint Wealth Management since 2015. Before joining Waypoint Wealth Management in 2015, Peter Dixon was registered through Commonwealth Financial Network and FSC Securities Corporation.
- Waypoint Wealth ManagementCurrent– present · 11 yearsTimonium, MD · Adviser representative · Firm CRD 155574
- Commonwealth Financial Network– · 6 yearsTowson, MD · Adviser representative · Firm CRD 8032
- FSC Securities Corporation– · under a yearTowson, MD · Adviser representative · Firm CRD 7461
- Financial Council Asset Management Inc– · 7 yearsTowson, MD · Adviser representative · Firm CRD 110748
- Advantage Capital Corporation– · 5 yearsTowson, MD · Adviser representative · Firm CRD 146
Professional designations
Listed by Waypoint Wealth Management
- CFP®
Investment adviser representative registrations
Peter Dixon is registered as an investment adviser representative in Maryland, since September 2015.
- MarylandSince 30 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 7 May 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2003 |
| Series 7 | General Securities Representative Examination | 11 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 May 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Peter David Dixon
- CRD
- 3083659
- Firm
- Waypoint Wealth Management · CRD 155574
- Role
- Managing Member / Chief Compliance Officer
- Office
- 9515 DEERECO ROAD, SUITE 1001, Timonium, MD 21093
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waypointwm.com
Where does Peter Dixon work?
Peter Dixon has been Managing Member / Chief Compliance Officer of Waypoint Wealth Management, LLC since October 2016, and is a control person of the firm.
Is Peter Dixon a financial advisor?
Yes. Peter Dixon has a current investment-adviser registration in Maryland, through Waypoint Wealth Management since September 2015.
How many years of experience does Peter Dixon have?
Peter Dixon has 23 years in the financial industry, since May 2003, across 5 adviser firms.
What exams has Peter Dixon passed?
Peter Dixon has passed 4 licensing exams: the Series 6, Series 7, Series 65 and Series 63. The earliest, the Series 6, was passed in May 2000. FINRA credited Peter Dixon with the SIE, which began in October 2018.
Where did Peter Dixon work before Waypoint Wealth Management?
Before Waypoint Wealth Management, Peter Dixon was registered through Commonwealth Financial Network, April 2009 to September 2015; FSC Securities Corporation, February 2009 to April 2009; Advantage Capital Corporation, May 2003 to February 2009.
Where is Peter Dixon based?
Peter Dixon’s registered office is in Timonium, MD.
Is Peter Dixon registered with FINRA?
No. Peter Dixon has no current broker registration.
Is Peter Dixon a CFP?
Waypoint Wealth Management lists Peter Dixon with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Peter Dixon’s record?
Search CRD 3083659 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Dixon’s full registration record.