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PP

Paul E. Peltier

BIG SKY TREASURY SERVICES
LIVINGSTON, MT 59047
Some features on this profile are disabled
CRD#: 1898695
PP

Professional summary

Paul Edward Peltier, who also goes by Paul Edward P, is a registered financial professional currently at BIG SKY TREASURY SERVICES located in Livingston, Montana.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1997. Paul has worked at 6 firms and has passed the Series 66, Series 65, Series 63, Series 6TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Paul Edward P

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paul Edward Peltier'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®
None

Experience

Current

December 3, 2025 - Present

BIG SKY TREASURY SERVICES

Office #1: 88 Pool Creek Road, Livingston, MT 59047
BD
CRD#: 335519
LIVINGSTON, MT
Past

October 27, 2015 - September 8, 2022

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
GAHANNA, OH
Past

May 3, 2007 - October 8, 2015

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
PORTSMOUTH, NH
Past

May 3, 2007 - October 8, 2015

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
PORTSMOUTH, NH
Past

October 10, 2003 - March 1, 2007

CHAMPAIGN INVESTMENT COMPANY

RIA
CRD#: 44338
DUBLIN, OH
Past

October 7, 2003 - March 1, 2007

CHAMPAIGN INVESTMENT COMPANY

BD
CRD#: 44338
DUBLIN, OH
Past

June 21, 2000 - October 6, 2003

ALLEGHENY INVESTMENTS, LTD.

BD
CRD#: 7597
PITTSBURGH, PA
Past

July 3, 1997 - March 13, 2000

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY

State Registrations and Notice Filings

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

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
Montana
(12/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2007
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/10/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/31/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/3/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/26/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/30/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/24/2004
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/27/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BIG SKY TREASURY SERVICES
BIG SKY TREASURY SERVICES | NONE | BIG SKY TREASURY SERVICES, LLC

CRD#: 335519 / SEC#: , 8-71351

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
88 Pool Creek Road, Livingston, MT 59047
Mailing Address
88 Pool Creek Road, Livingston, MT 59047
Phone number
(301) 520-7549
Established
Delaware since 01/01/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BIG SKY ASSOCIATES, LLCOWNER
BERTHY, RICHARD JOHNCEO1341368
DOLAN, ERIK JCCO3161467
KURKOWSKI, LINAFINOP6427851

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.

Company Information

BIG SKY TREASURY SERVICES

CRD#: 335519Livingston, MT 59047

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