Peter J. Coulchinsky
Professional summary
Peter Joseph Coulchinsky, who also goes by Pedro Jose Coulchinsky, Peter J Coulchinsky, Peter Coulchinsky, is a registered financial advisor currently at THE SUMMIT GROUP located in San Antonio, Texas.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Peter has worked at 10 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Joseph Coulchinsky's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 2024 - Present
THE SUMMIT GROUP
Office #1: 342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212October 6, 2014 - December 31, 2023
THE SUMMIT GROUP
February 24, 2014 - October 24, 2014
KMC WEALTH MANAGEMENT, LLC
August 6, 2013 - February 18, 2014
TLWM FINANCIAL
August 2, 2013 - February 25, 2014
LPL FINANCIAL LLC
September 21, 2004 - August 20, 2013
INVESTMENT PROFESSIONALS, INC.
September 21, 2004 - August 20, 2013
INVESTMENT PROFESSIONALS, INC.
July 8, 2004 - September 22, 2004
PAN-AMERICAN INVESTMENT ADVISERS, INC.
July 8, 2004 - September 22, 2004
PAN-AMERICAN FINANCIAL ADVISERS
August 14, 2000 - July 23, 2004
UBS FINANCIAL SERVICES INC.
August 14, 2000 - July 23, 2004
UBS FINANCIAL SERVICES INC.
October 20, 1998 - August 14, 2000
J.C. BRADFORD & CO.
July 16, 1996 - August 20, 1998
INVERWORLD SECURITIES, 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
(1/26/2024)
Exams
Current Firm
THE SUMMIT GROUP
CRD#: 173130 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 16,000,000 |
Red Flags
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