Peter T. Kisver

KIAROS ADVISORS

Southern Pines, NC 28387

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CRD#: 2726187

Professional summary

Peter Thomas Kisver is a registered financial advisor currently at KIAROS ADVISORS, LLC located in Southern Pines, North Carolina.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Peter has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 24 and Series 28 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Peter Kisver, Sole Proprietor; Investment Related; Insurance Sales; Insurance Agent; Started 01/2017. Peter Kisver, Sole Proprietor; Investment Related; Consultant; Pinehurst, NC; Started 08/2017.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Thomas Kisver'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

February 7, 2017 - Present

KIAROS ADVISORS, LLC

Office #1: 234a Nw Broad Street, Southern Pines, NC 28387

RIA

CRD#: 159955

Southern Pines, NC

Past

January 26, 2021 - April 14, 2025

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Southern Pines, NC

Past

March 9, 2017 - January 2, 2019

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Pinehurst, NC

Past

February 2, 2012 - January 11, 2017

FIDUCIARY ADVISORS, LLC

RIA

CRD#: 70

DELRAN, NJ

Past

June 10, 1997 - January 10, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 10, 1997 - January 10, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(10/22/2025)

IAR

North Carolina
(2/7/2017)

IAR

Virginia
(9/20/2023)

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: 9/25/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/31/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/24/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 6/24/2003

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 28

Date: 9/20/2002

Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

KIAROS ADVISORS, LLC

CRD#: 159955 / SEC#: 801-80467

RIA

Registered Investment Advisory firm - (12/14/2015 Terminated)

Florida

Registered Investment Advisory firm - (2/10/2017 Approved)

Maryland

Registered Investment Advisory firm - (12/31/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (2/7/2017 Approved)

Virginia

Registered Investment Advisory firm - (9/19/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

234a Nw Broad Street, Southern Pines, NC 28387

Mailing Address

Phone number

(910) 420-0352

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	246
AUM (Assets Under Management)	$ 23,774,632

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.

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Advisor Monitoring

Firm Stability Insights

Peter T. Kisver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Thomas Kisver's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORTER INVESTMENT MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC

FIDUCIARY ADVISORS, LLC

EFFICIENT ADVISORS

FIDUCIARY ADVISORS, LLC

LAMBERT ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

BCG SECURITIES, INC.

BCG SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2007

Series 63

Date: 12/31/1996

SIE

Date: 1/11/2017

Series 7

Date: 12/24/1996

Series 53

Date: 6/24/2003

Series 24

Date: 12/18/2002

Series 28

Date: 9/20/2002

Current Firm

KIAROS ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KIAROS ADVISORS, LLC

TRUST BUT VERIFY

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