Peter N. Bunitsky

J.W.BURNS & COMPANY

Dewitt, NY 13214

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CRD#: 4347323

Professional summary

Peter N Bunitsky JR., who also goes by Peter N Bunitsky, is a registered financial advisor currently at J.W.BURNS & COMPANY, INC. located in Dewitt, New York.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Peter has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter N Bunitsky

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) - RIA

Click below to view Peter N Bunitsky JR.'s CRS (Customer Relationship Summary).

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

July 11, 2021 - Present

J.W.BURNS & COMPANY, INC.

Office #1: 5789 Widewaters Parkway, Dewitt, NY 13214

RIA

CRD#: 107835

Dewitt, NY

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".

J.W.BURNS & COMPANY, INC.

BURNS J W & CO INC | J.W.BURNS & COMPANY, INC.

CRD#: 107835 / SEC#: 801-13068

RIA

Registered Investment Advisory firm - (5/9/1977 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.

Highlighted states indicate IAR registrations

IAR

Alaska
(3/6/2023)

IAR

New York
(7/11/2021)

IAR

Texas
(7/21/2021)

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

Current Firm

J.W.BURNS & COMPANY, INC.

BURNS J W & CO INC | J.W.BURNS & COMPANY, INC.

CRD#: 107835 / SEC#: 801-13068

RIA

Registered Investment Advisory firm - (5/9/1977 Approved)

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Contact information

Main Address

5789 Widewaters Parkway, Dewitt, NY 13214

Mailing Address

Phone number

(315) 449-1341

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (2/2/2025)

Regulatory assets under management

Total Number of Accounts	611
AUM (Assets Under Management)	$ 903,952,794

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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Peter N. Bunitsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter N Bunitsky JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

J.W.BURNS & COMPANY, INC.

Primary Firm SEC Registration

J.W.BURNS & COMPANY, INC.

State Registrations and Notice Filings

Exams

Current Firm

J.W.BURNS & COMPANY, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J.W.BURNS & COMPANY, INC.

TRUST BUT VERIFY

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