PB
Peter L. Barchetti
CENTAURUS FINANCIAL
Uniontown, PA 15401
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CRD#: 1222883
PB
Professional summary
Peter Lawrence Barchetti, who also goes by Larry Barchetti, is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in Uniontown, Pennsylvania.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Peter has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Larry Barchetti
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.
BARCHETTI FINANCIAL SERVICES, NON-INVESTMENT RELATED, 470 MORGANTOWN STREET, UNIONTOWN, PA 154001, DBA FOR MARKETING AND BRANDING PURPOSES, OWNER, SINCE 1/1/1985, DEVOTED TIME IS 80 HRS A MONTH, INCOME TAX PREPARATION AND ACCOUNTING. P. LAWRENCE BARCHETTI, NON-INVESTMENT RELATED, 470 MORGANTOWN ST., UNIONTOWN, PA 15401, FIXED ANNUITIES SALES, SALES REP., SINCE 1/1/2013, DEVOTED TIME IS 5 HRS A MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Lawrence Barchetti's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Peter Lawrence Barchetti's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2011 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 470 Morgantown Street, Uniontown, PA 15401RIA
BD
CRD#: 30833
Uniontown, PA
Current
August 14, 2006 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 470 Morgantown Street, Uniontown, PA 15401RIA
BD
CRD#: 30833
Uniontown, PA
Past
June 1, 2004 - August 16, 2006
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
UNIONTOWN, PA
Past
September 25, 2000 - June 14, 2004
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
ANAHEIM, CA
Past
March 31, 1999 - October 2, 2000
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
November 6, 1985 - March 31, 1999
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Past
January 13, 1984 - October 22, 1985
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
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".
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/27/2024)
RR
Iowa(3/21/2024)
IAR
Iowa(3/22/2024)
IAR
Ohio(3/3/2025)
RR
Pennsylvania(8/14/2006)
IAR
Pennsylvania(1/6/2011)
RR
South Carolina(9/9/2025)
IAR
South Carolina(9/17/2025)
RR
West Virginia(3/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
2300 E. Katella Avenue Suite 200, Anaheim, CA 92806
Mailing Address
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806
Phone number
(714) 456-1790
Established
California since 08/27/1992
Firm type
Corporation
Fiscal year end
April
Firm Size
Large
# of Employees
580
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FEDERATION OF FINANCIAL SERVICES | OWNER | |
| KREMER, STEPHEN MARK | OWNER | 1188829 |
| RUBINO, MICHAEL PETER | OWNER | 1188940 |
| DUHOVIC, JEROME VICTOR | DIRECTOR/EVP/CHIEF ADMINISTRATIVE OFFICER | 2123754 |
| DUHOVIC, JEROME VICTOR | CHIEF COMPLIANCE OFFICER | 2123754 |
| KING, JAMES RONALD SR | DIRECTOR/CHAIRMAN OF THE BOARD/CEO | 269927 |
| KING, PAUL J | DIRECTOR/GENERAL COUNSEL | 5017845 |
| KING, WESTLEY HAYES | DIRECTOR/PRESIDENT | 2527676 |
| LEJMAN, SHERI J | CFO/SVP/PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER |
Regulatory assets under management
| Total Number of Accounts | 38,049 |
| AUM (Assets Under Management) | $ 7,336,108,151 |
Disclosures
| Regulatory Event | 18 |
| Arbitration | 8 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CENTAURUS FINANCIAL, INC.
CRD#: 30833Uniontown, PA 15401TRUST BUT VERIFY
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