Peter E. Piccoli

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CRD#: 4567728

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Edward Piccoli II, who also goes by Peter Edward Piccoli, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2002. Peter had worked at 12 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Peter Edward Piccoli

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.

No. 1) Name of Business: Piccoli Financial Group. Investment related. Address: 1952 West Shore Rd., Melbourne, FL 32935. Nature of Business: DBA for my advisory practice. Position/Title/Relationship: Owner. Start Date: 08/2014. Hours per month: 200-250. Hours per month during Securities trading hours: 200-250. Duties/Responsibilities: Financial advisory and wealth management firm catering to individuals. No. 2) Name of Business: Croton Park Homeowners Association. Non-Investment related. Address: PO Box 360046, Melbourne, FL 32936. Nature of Business: Homeowners Association. Position/Title/Relationship: Officer. Start Date: 01/2016. Hours per month: 1-2. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Approve or decline changes to homes in the neighborhood, as well as react to things that may come up. No. 3) Name of Business: Insurance Agency Marketing Services. Non-Investment related. Address: 505 North 210th Street, Elkhorn, NE 68022. Nature of Business: Selling Medicare supplement insurance thru IAMS. Position/Title/Relationship: Agent. Start Date: 09/27/2019. Hours per month: 20. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Prospecting for and selling to people who need Medicare supplements. No. 4) Peter Piccoli, Sole Proprietor; Melbourne, FL; Investment Related; Insurance Agent; Fixed Insurance Sales; Less than 20 hours per month spent; Less than 20 hours per month during trading hours spent; Started 08/2014. No. 5) Innovation Partners LLC; Melbourne, FL; Investment Related; Registered Representative; Broker/Dealer product sales; through transition of business; Started 03/2021. No. 6) IP Financial Advisory Services, LLC; Melbourne, FL; Investment Related; Investment Advisor Representative; Investment Advisor Services; through transition of business; Started 03/2021.

Blog Corner

CRS (Client Relationship Summary)

IP FINANCIAL ADVISORY SERVICES LLC

RIA

CRD#: 4095

MELBOURNE, FL

Past

September 12, 2002 - July 30, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MELBOURNE, FL

Date: 7/6/2022

General Securities Principal Examination

Current Firm

PROVERBI CAPITAL ADVISORS, LLC

CRD#: 316555 / SEC#:

Florida

Registered Investment Advisory firm - (10/19/2021 Approved)

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Contact information

Main Address

1900 S. Harbor City Blvd Suite 329, Melbourne, FL 32901

Mailing Address

Phone number

(321) 252-8585

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 17,680,000

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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Firm Stability Insights

Peter E. Piccoli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INNOVATION PARTNERS LLC

IP FINANCIAL ADVISORY SERVICES LLC

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/2/2004

Series 63

Date: 7/11/2003

Series 7TO

Date: 7/6/2022

SIE

Date: 10/1/2018

Series 7

Date: 4/21/2005

Series 6

Date: 9/11/2002

Series 24

Date: 7/6/2022

Current Firm

PROVERBI CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROVERBI CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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