Peter J. Rellas
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 John Rellas was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 1987. Peter had worked at 2 firms and has passed the Series 63, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 11, 2018 - June 24, 2022
SUMMIT FINANCIAL
September 11, 1987 - December 19, 1989
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
SUMMIT FINANCIAL
CRD#: 281050 / SEC#: 801-120644
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 583 |
| AUM (Assets Under Management) | $ 255,026,324 |
Red Flags
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