Peter S. Kadra
Professional summary
Peter Stephen Kadra MR., who also goes by Peter Stephen Kadra, is a registered financial advisor currently at TRILOGY ADVISORS located in Plymouth, Massachusetts.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Peter has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Stephen Kadra MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2022 - Present
TRILOGY ADVISORS
August 3, 2020 - January 19, 2022
DIXON ASSOCIATES, INC.
July 23, 2004 - December 31, 2006
COASTAL ADVISORS, LLC
May 29, 1994 - March 13, 2001
FIDELITY DISTRIBUTORS COMPANY LLC
March 28, 1994 - May 2, 1994
CONSECO SECURITIES, INC.
June 3, 1993 - March 28, 1994
SHAWMUT BROKERAGE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2022)
Exams
Current Firm
TRILOGY ADVISORS
CRD#: 319519 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 200,000 |
Red Flags
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