Peter Joseph 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pedro Jose Coulchinsky, Peter J Coulchinsky, Peter Coulchinsky
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
ARGENTA CAPITAL MANAGEMENT LLC | THE SUMMIT GROUP, LLC | THE SUMMIT GROUP | ARGENTA CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212Phone Number
(210) 293-0293# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
56AUM (Assets Under Management)
$16,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
(1/26/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Joseph Coulchinsky's CRS (Customer Relationship Summary).
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