Peter F. Culver

IWM ADVISORS

New York, NY

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CRD#: 4701690

Professional summary

Peter Farnum Culver is a registered financial advisor currently at IWM ADVISORS, LLC located in New York, New York and FREEDOM FAMILY OFFICE, LLC located in Jupiter, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Peter has worked at 5 firms and has passed the Series 65, Series 66, 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) Freedom Family Office; registered investment adviser (separate from this RIA); Investment related: Yes; Location: 166 East 61st, New York, NY; Description of the business: Freedom Family Office is a multi-family office, providing financial planning, investment, insurance and family governance services to affluent families.; Position Title: Managing Member; Responsibilities Duties: Overall responsibility for management of the business.; Start date with business: 2020-09-01; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 50; Additional notes: Periodically, IWM may refer clients and prospective clients to Freedom Family Office.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Farnum Culver'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

August 18, 2021 - Present

IWM ADVISORS, LLC

RIA

CRD#: 286266

New York, NY

Current

October 25, 2021 - Present

FREEDOM FAMILY OFFICE, LLC

RIA

CRD#: 310275

JUPITER, FL

Past

July 2, 2007 - December 31, 2015

BNY MELLON SECURITIES CORPORATION

RIA

CRD#: 231

NEW YORK, NY

Past

July 2, 2007 - December 31, 2015

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

September 26, 2005 - July 2, 2007

MBSC, LLC

RIA

CRD#: 42430

NEW YORK, NY

Past

September 26, 2005 - July 2, 2007

MBSC, LLC

CRD#: 42430

NEW YORK, NY

Past

March 3, 2005 - July 21, 2005

SKY INVESTMENT GROUP LLC

RIA

CRD#: 134001

HARTFORD, CT

Past

January 4, 2005 - March 2, 2005

MBSC, LLC

RIA

CRD#: 42430

STAMFORD, CT

Past

October 28, 2003 - March 2, 2005

MBSC, LLC

CRD#: 42430

NEW YORK, 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".

FREEDOM FAMILY OFFICE, LLC

CRD#: 310275 / SEC#: 801-119576

RIA

Registered Investment Advisory firm - (10/2/2020 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

Connecticut
(2/9/2022)

IAR

New York
(8/18/2021)

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

State Security Law Exam

IAR

Series 65

Date: 11/2/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/6/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/2003

General Securities Representative Examination

Current Firm

FREEDOM FAMILY OFFICE, LLC

CRD#: 310275 / SEC#: 801-119576

RIA

Registered Investment Advisory firm - (10/2/2020 Approved)

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Contact information

Main Address

Jupiter, FL

Mailing Address

9450 Sw Gemini Drive Pmb 68338, Beaverton, OR 97008

Phone number

(855) 540-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FREEDOM FAMILY OFFICE, LLC FORM ADV PART 2A BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts	163
AUM (Assets Under Management)	$ 143,471,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2024	Cover Page	Report
06/16/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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 F. Culver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Farnum Culver's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM FAMILY OFFICE, LLC

BNY MELLON SECURITIES CORPORATION

BNY MELLON SECURITIES CORPORATION

MBSC, LLC

MBSC, LLC

SKY INVESTMENT GROUP LLC

MBSC, LLC

MBSC, LLC

Primary Firm SEC Registration

FREEDOM FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2019

Series 66

Date: 12/6/2004

SIE

Date: 12/31/2015

Series 7

Date: 10/27/2003

Current Firm

FREEDOM FAMILY OFFICE, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FREEDOM FAMILY OFFICE, LLC

TRUST BUT VERIFY

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