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Phillip Peine

Investment adviser representative at Squire Investment Management in Orem, UT

Investment adviser registrationUpdated

Phillip Peine is an investment adviser representative at Squire Investment Management Company, LLC, an investment adviser managing $587M, and works from its Orem, UT office. Phillip Peine has been registered through Squire Investment Management since 18 February 2026 and has 0 years in the industry across 1 firm.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Phillip Peine has been an investment adviser representative at Squire Investment Management since February 2026, and is not listed among the firm’s executive officers or direct owners.

Squire Investment Management Company, LLC is an Orem, UT firm with $587M under management, 587 clients and 13 advisers across 3 offices, as of its March 2026 filing.

  1. – present · under a year
    Orem, UT · Adviser representative · Firm CRD 117750

Credentials and registrations

Investment adviser representative registrations

Phillip Peine is registered as an investment adviser representative in Utah, since February 2026.

  • UtahSince 18 February 2026

Examinations

No examinations are on Phillip Peine’s record.

Key facts

Full name
Phillip Scott Peine
CRD
8214749
Office
1329 SOUTH 800 EAST, Orem, UT 84097
Registration
Investment adviser registration
In the industry since
February 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Phillip Peine work?

Phillip Peine is an investment adviser representative registered through Squire Investment Management Company, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Phillip Peine a financial advisor?

Yes. Phillip Peine has a current investment-adviser registration in Utah, through Squire Investment Management since February 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Phillip Peine have?

Phillip Peine has 0 years in the financial industry, since February 2026, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

Where is Phillip Peine based?

Phillip Peine’s registered office is in Orem, UT.

Source: IAPD individual record, checked 24 October 2026

Is Phillip Peine registered with FINRA?

No. Phillip Peine has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Phillip Peine’s record?

Search CRD 8214749 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Peine’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Squire Investment Management

Sources

  1. IAPD individual record, CRD 8214749, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Squire Investment Management Company, LLC, filed 23 March 2026. Executive officers and direct owners; this person is not among them.