CP
Christopher A. Pieretti
EURO PACIFIC ASSET MANAGEMENT
Dorado, PR 00646
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CRD#: 4292362
CP
Professional summary
Christopher Alfred Pieretti, CFP®, who also goes by Christopher Pieretti, is a registered financial advisor currently at EURO PACIFIC ASSET MANAGEMENT, LLC located in Dorado, and DISTRIBUTION SERVICES, LLC located in Dorado, .
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Pieretti
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) Euro Pacific Asset Management, LLC; Investment Related; Registered Investment Advisor; Dorado, PR; 5/25/2020; Investment Advisor; Provide guidance and information on mutual funds to investment advisors; 160 Hrs Per Month; 130 Hrs Per Month Trading
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Alfred Pieretti'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®
CFP®
Start date: 2004
Experience
Current
June 16, 2020 - Present
EURO PACIFIC ASSET MANAGEMENT, LLC
Office #1: Lots 81-82, Street C Suite 206, Dorado, PR 00646RIA
CRD#: 152922
Dorado, PR
Current
January 2, 2024 - Present
DISTRIBUTION SERVICES, LLC
Office #1: Lots 81-82, Street C Suite 206, Dorado, PR 00646BD
CRD#: 25938
Dorado, PR
Past
January 22, 2021 - December 31, 2023
IMST DISTRIBUTORS, LLC
BD
CRD#: 130745
Dorado, PR
Past
September 28, 2015 - April 29, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
NEW YORK, NY
Past
September 25, 2015 - April 29, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
NEW YORK, NY
Past
September 22, 2008 - January 8, 2014
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
WHITE PLAINS, NY
Past
September 22, 2008 - January 8, 2014
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WHITE PLAINS, NY
Past
November 13, 2002 - September 24, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WHITE PLAINS, NY
Past
April 19, 2002 - September 24, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WHITE PLAINS, NY
Past
November 30, 2000 - February 13, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 30, 2000 - February 13, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
EURO PACIFIC ASSET MANAGEMENT, LLC
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD#: 152922 / SEC#: 801-71199
RIA
Registered Investment Advisory firm - (3/29/2010 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(6/17/2020)
RR
Alabama(2/6/2024)
IAR
Alaska(6/19/2020)
RR
Alaska(2/5/2024)
IAR
Arizona(9/1/2020)
RR
Arizona(2/5/2024)
IAR
Arkansas(6/18/2020)
RR
Arkansas(2/7/2024)
IAR
California(6/16/2020)
RR
California(1/2/2024)
IAR
Colorado(6/17/2020)
RR
Colorado(2/6/2024)
IAR
Connecticut(6/19/2020)
RR
Connecticut(1/2/2024)
IAR
Delaware(6/18/2020)
RR
Delaware(2/15/2024)
IAR
District of Columbia(8/27/2020)
RR
District of Columbia(3/6/2024)
IAR
Florida(7/15/2020)
RR
Florida(2/14/2024)
IAR
Georgia(8/5/2020)
RR
Georgia(2/20/2024)
RR
Hawaii(2/9/2024)
IAR
Idaho(6/17/2020)
RR
Idaho(2/5/2024)
IAR
Illinois(6/19/2020)
RR
Illinois(2/29/2024)
IAR
Indiana(9/21/2020)
RR
Indiana(3/19/2024)
IAR
Iowa(6/18/2020)
RR
Iowa(1/5/2024)
IAR
Kansas(6/23/2020)
RR
Kansas(2/6/2024)
IAR
Kentucky(6/18/2020)
RR
Kentucky(2/6/2024)
IAR
Louisiana(6/19/2020)
RR
Louisiana(2/20/2024)
IAR
Maine(6/16/2020)
RR
Maine(2/6/2024)
RR
Maryland(2/21/2024)
IAR
Massachusetts(10/8/2020)
RR
Massachusetts(1/3/2024)
IAR
Michigan(6/18/2020)
RR
Michigan(2/6/2024)
IAR
Minnesota(6/18/2020)
RR
Minnesota(2/5/2024)
IAR
Mississippi(6/17/2020)
RR
Mississippi(2/6/2024)
IAR
Missouri(6/24/2020)
RR
Missouri(2/9/2024)
IAR
Montana(6/17/2020)
RR
Montana(2/29/2024)
IAR
Nebraska(6/19/2020)
RR
Nebraska(1/2/2024)
IAR
Nevada(7/1/2020)
RR
Nevada(1/25/2024)
IAR
New Hampshire(6/30/2020)
RR
New Hampshire(2/16/2024)
IAR
New Jersey(6/17/2020)
RR
New Jersey(2/5/2024)
IAR
New Mexico(6/18/2020)
RR
New Mexico(2/5/2024)
RR
New York(4/22/2025)
IAR
North Carolina(11/17/2022)
RR
North Carolina(1/3/2024)
IAR
North Dakota(6/22/2020)
RR
North Dakota(5/1/2024)
IAR
Ohio(6/17/2020)
RR
Ohio(1/2/2024)
IAR
Oklahoma(6/22/2020)
RR
Oklahoma(2/6/2024)
IAR
Oregon(6/17/2020)
RR
Oregon(2/6/2024)
IAR
Pennsylvania(6/18/2020)
RR
Pennsylvania(2/9/2024)
IAR
Puerto Rico(6/17/2020)
RR
Puerto Rico(2/5/2024)
IAR
Rhode Island(6/23/2020)
RR
Rhode Island(2/6/2024)
IAR
South Carolina(6/18/2020)
RR
South Carolina(2/6/2024)
IAR
South Dakota(6/18/2020)
RR
South Dakota(2/6/2024)
RR
Tennessee(2/5/2024)
IAR
Texas(6/16/2020)
RR
Texas(1/3/2024)
IAR
Utah(6/22/2020)
RR
Utah(1/3/2024)
IAR
Vermont(6/17/2020)
RR
Vermont(2/5/2024)
IAR
Virginia(10/5/2020)
RR
Virginia(2/8/2024)
IAR
Washington(6/18/2020)
RR
Washington(2/6/2024)
IAR
West Virginia(6/29/2020)
RR
West Virginia(2/6/2024)
IAR
Wisconsin(6/17/2020)
RR
Wisconsin(1/2/2024)
IAR
Wyoming(6/25/2020)
RR
Wyoming(2/21/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EP
EURO PACIFIC ASSET MANAGEMENT, LLC
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD#: 152922 / SEC#: 801-71199
RIA
Registered Investment Advisory firm - (3/29/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lots 81-82, Street C Suite 206, Dorado, PR 00646
Mailing Address
Phone number
+1 (866) 878-2881
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,790 |
| AUM (Assets Under Management) | $ 1,360,447,698 |
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
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD#: 152922Dorado, PR 00646TRUST BUT VERIFY
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