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Peter A. Gulli

OLYMPIA ADVISORS
Greenville, SC
Some features on this profile are disabled
CRD#: 4771537
PG

Professional summary

Peter Anthony Gulli, who also goes by Peter A Gulli, is a registered financial advisor currently at OLYMPIA ADVISORS LLC located in Greenville, South Carolina.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Peter has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter A Gulli

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 Anthony Gulli'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®
None

Experience

Current

March 26, 2024 - Present

OLYMPIA ADVISORS LLC

RIA
CRD#: 330035
Greenville, SC
Past

April 10, 2023 - April 16, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
Stamford, CT
Past

October 20, 2021 - April 16, 2024

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Stamford, CT
Past

November 16, 2010 - June 2, 2021

DALTON, GREINER, HARTMAN, MAHER & CO., LLC

RIA
CRD#: 130913
NEW YORK, NY

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
South Carolina
(3/26/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 11/11/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/20/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/21/2021
Securities Industry Essentials Examination

Current Firm

OA
OLYMPIA ADVISORS LLC
OLYMPIA ADVISORS LLC

CRD#: 330035 / SEC#:

South Carolina
Registered Investment Advisory firm - (3/25/2024 Approved)
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Contact information

Main Address
Greenville, SC
Mailing Address
Phone number
(646) 285-6495
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts33
AUM (Assets Under Management)$ 33,800,692

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

OLYMPIA ADVISORS LLC

CRD#: 330035Greenville, SC

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