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PB

Peter M. Boukouzis

REYNOLDS ADVISORY PARTNERS,LLC
Denver, CO 80206
Some features on this profile are disabled
CRD#: 3170120
PB

Professional summary

Peter Melton Boukouzis, who also goes by Pete Boukouzis, Peter Boukouzis, is a registered financial professional currently at REYNOLDS ADVISORY PARTNERS,LLC located in Denver, Colorado.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1999. Peter has worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Pete Boukouzis | Peter Boukouzis

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter Melton Boukouzis'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

March 26, 2021 - Present

REYNOLDS ADVISORY PARTNERS,LLC

Office #1: 3131 E Alameda Avenue Unit 1308, Denver, CO 80206
BD
CRD#: 147603
Denver, CO
Past

August 26, 2009 - April 14, 2016

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
HOUSTON, TX
Past

November 15, 2001 - August 12, 2009

ROTHSCHILD & CO US INC.

BD
CRD#: 2910
NEW YORK, NY
Past

May 23, 2000 - May 24, 2001

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

March 19, 1999 - March 27, 2000

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 12/23/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/18/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RA
REYNOLDS ADVISORY PARTNERS,LLC
REYNOLDS ADVISORY PARTNERS, LLC | REYNOLDS ADVISORY PARTNERS,LLC

CRD#: 147603 / SEC#: , 8-67918

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
3131 E Alameda Avenue Unit 1308, Denver, CO 80206
Mailing Address
100 Fillmore Street Suite 500, Denver, CO 80206
Phone number
(626) 316-6100
Established
Colorado since 04/19/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
RAP BD HOLDING, LLCMEMBER
REYNOLDS, DOUGLAS EDWARDCEO, CCO, FINOP, PRINCIPAL1711619

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.

Company Information

REYNOLDS ADVISORY PARTNERS,LLC

CRD#: 147603Denver, CO 80206

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