Peter A. Emmanuel

JAFFE TILCHIN INVESTMENT PARTNERS

tampa, FL 33613

Some features on this profile are disabled

CRD#: 2046654

Professional summary

Peter Anthony Emmanuel, who also goes by Peter Anthyony Emmanuel, is a registered financial advisor currently at JAFFE TILCHIN INVESTMENT PARTNERS, LLC located in Tampa, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Peter has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Anthyony Emmanuel

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.

Mr. Emmanuel serves as President of Castro Builders, LLC, a construction company (non investment-related), located at 421 Woodlawn Avenue, Belleair, FL 33756, started with the business in February, 2018, and spends less than 1 hour per month on this activity which does not take place during securities trading hours. Mr. Emmanuel receives profit participation from his ownership stake, however he does not engage in daily duties related to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Anthony Emmanuel's CRS (Customer Relationship Summary).

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 23, 2016 - Present

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Office #1: 15350 N. Florida Ave, Tampa, FL 33613

RIA

CRD#: 143608

tampa, FL

Past

June 15, 2016 - January 12, 2017

HD MONEY, INC.

RIA

CRD#: 167623

SARASOTA, FL

Past

October 26, 1995 - November 8, 1999

PALM STATE EQUITIES, INC.

CRD#: 24271

SUN CITY CENTER, FL

Past

January 26, 1995 - October 12, 1995

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

CRD#: 14538

TAMPA, FL

Past

December 2, 1994 - March 15, 1995

MERIDIAN, DUNHILL & CO., INC.

CRD#: 15294

Past

April 26, 1993 - November 18, 1994

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

April 24, 1990 - May 4, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

CRD#: 143608 / SEC#: 801-67720

RIA

Registered Investment Advisory firm - (4/18/2007 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Florida
(12/23/2016)

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: 2/18/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/21/1990

General Securities Representative Examination

Current Firm

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

CRD#: 143608 / SEC#: 801-67720

RIA

Registered Investment Advisory firm - (4/18/2007 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15350 N. Florida Ave., Tampa, FL 33613

Mailing Address

Phone number

(813) 963-2500

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

JAFFE TILCHIN ADV 2A DISCLOSURE BROCHURE (8/27/2025)

JAFFE TILCHIN WRAP FEE PROGRAM BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts	4,235
AUM (Assets Under Management)	$ 1,839,648,700

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.

Similar Advisors

Ronald Oldano

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Wesley Chapel, FL

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Peter A. Emmanuel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Anthony Emmanuel's CRS (Customer Relationship Summary).

Certified licenses

Experience

HD MONEY, INC.

PALM STATE EQUITIES, INC.

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

MERIDIAN, DUNHILL & CO., INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2016

Series 63

Date: 6/19/1990

Series 7

Date: 4/21/1990

Current Firm

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors