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Peter F. Culver

IWM ADVISORS
New York, NY
Some features on this profile are disabled
CRD#: 4701690
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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.
The advisor shows no other business activity.

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

BD
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

BD
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

BD
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".
FF
FREEDOM FAMILY OFFICE, LLC
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/2/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/6/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/27/2003
General Securities Representative Examination

Current Firm

FF
FREEDOM FAMILY OFFICE, LLC
FREEDOM FAMILY OFFICE, LLC

CRD#: 310275 / SEC#: 801-119576

RIA
Registered Investment Advisory firm - (10/2/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
15

SEC notice filing (12 States and Territories)

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

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 Accounts163
AUM (Assets Under Management)$ 143,471,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

FREEDOM FAMILY OFFICE, LLC

CRD#: 310275New York, NY

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