Peter Kovalevich

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CRD#: 1096473

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Kovalevich II, who also goes by Peter II Kovalevich, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1983. Peter had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Peter Ii Kovalevich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PETER KOVALEVICH, INSURANCE AGENT, NOT INVESTMENT RELATED, 450 MAIN ST STE. 203 NEW BRITAIN CT 06051..NATURE: L/H/LTC/DI/LTD/STD INSURANCE & FIXED ANNUITY SALES..POSTION: SOLE PROPRIETOR/BROKER/AGENT..DUTIES: SALES & SERVICE OF INSURANCE PRODUCTS/FIXED ANNUITIES FOR VARIOUS CARRIERS..START: 03/1982..HRS PER MO: 25..HRS DURING TRADING: 25.. CORPORATE INSURANCE SOLUTIONS. GROUP LIFE & HEALTH. 450 MAIN STREET SUITE 203 NEW BRITAIN CT 06051. JOB FUNCTIONS-INDIVIDUAL AND GROUP LIFE AND HEALTH AGENT INDEPENDENT AGENT/BROKER. LATITUDE ADVISORS, LLC INVESTMENT ADVISOR REP. FEE BASED INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES, 5 HRS/WK DIGITAL INSURANCE, LLC; FORMERLY OVATION BENEFITS POSITION: Independent Producer NATURE: Employee Benefit program sales and service of group medical, dental, STD, LTD, Life to mid market employers. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2002 ADDRESS: 450 Main Street, Suite 203, New Britain CT 06051, United States DESCRIPTION: Sales and service of group medical, dental, STD, LTD and Life to mid market employers LATITUDE FINANCIAL LLC, Is Investment Related, DBA, Financial Professional, 01/04/2010,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 6, 2010 - August 22, 2024

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

NEW BRITAIN, CT

Past

January 6, 2010 - September 3, 2024

GWN SECURITIES INC.

CRD#: 128929

NEW BRITAIN, CT

Past

September 8, 2009 - December 16, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

NEW BRITAIN, CT

Past

September 8, 2009 - December 16, 2009

LPL FINANCIAL LLC

CRD#: 6413

NEW BRITAIN, CT

Past

January 4, 2006 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

RIA

CRD#: 10078

NEW BRITAIN, CT

Past

January 4, 2006 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

NEW BRITAIN, CT

Past

January 12, 2000 - January 6, 2006

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

NEW BRITAIN, CT

Past

March 1, 1996 - January 6, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

March 17, 1983 - March 1, 1996

G. R. PHELPS & CO., INC.

CRD#: 173

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/1985

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/24/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/16/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter Kovalevich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GWN SECURITIES INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WATERSTONE FINANCIAL GROUP, INC.

WATERSTONE FINANCIAL GROUP, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

G. R. PHELPS & CO., INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/1999

Series 63

Date: 2/25/1986

SIE

Date: 10/1/2018

Series 7

Date: 12/14/1985

Series 22

Date: 9/24/1984

Series 6

Date: 3/16/1983

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

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