Peter T. Mulaikal

HANSA INVESTMENTS LLC

Stevenson, MD

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CRD#: 2779473

Professional summary

Peter Thomas Mulaikal is a registered financial advisor currently at HANSA INVESTMENTS LLC located in Stevenson, Maryland.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Peter has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

1. ANESTHESIA PERIOPERATIVE SERVICES LLC POSITION: LLC MEMBER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO HOURS: 15 INVESTMENT RELATED HOURS: 0 START DATE: 06/01/2005 ADDRESS: 11000 NACIREMA LANE, STEVENSON MD 21151 DESCRIPTION: ANESTHESIOLOGIST 2.POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 05/06/2007 ADDRESS: 11000 NACIREMA LANE, STEVENSON MD 21153 DESCRIPTION: INSURANCE SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Thomas Mulaikal'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 26, 2018 - Present

HANSA INVESTMENTS LLC

RIA

CRD#: 291760

Stevenson, MD

Past

December 19, 2005 - December 31, 2017

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

STEVENSON, MD

Past

August 25, 2005 - December 31, 2017

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

STEVENSON, MD

Past

February 3, 1997 - April 29, 2005

E. S. MARKS & COMPANY, INC.

CRD#: 41466

TOWSON, MD

Past

September 20, 1996 - February 25, 1997

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

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

Maryland
(2/26/2018)

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: 12/18/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/24/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1996

General Securities Representative Examination

Current Firm

HANSA INVESTMENTS LLC

CRD#: 291760 / SEC#:

Maryland

Registered Investment Advisory firm - (2/23/2018 Approved)

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Contact information

Main Address

Stevenson, MD

Mailing Address

Phone number

(443) 465-1652

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 19,315,564

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter T. Mulaikal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HANSA INVESTMENTS LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

E. S. MARKS & COMPANY, INC.

QUEST CAPITAL STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2005

Series 63

Date: 11/24/1999

SIE

Date: 12/31/2017

Series 7

Date: 9/19/1996

Current Firm

HANSA INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HANSA INVESTMENTS LLC

TRUST BUT VERIFY

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