MP
Michael P. Petrosky
PCG WEALTH MANAGEMENT
Louisville, KY 40220
Some features on this profile are disabled
CRD#: 5136795
MP
Professional summary
Michael Patrick Petrosky, who also goes by Michael Petrosky, is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Louisville, Kentucky and LPL FINANCIAL LLC located in Louisville, Kentucky.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Petrosky
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. 7/26/2018 - Limestone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/26/2018 - No Business Name - Investment Related - 4606 Southern Pkwy Louisville, KY 40214 - Real Estate Rental - Owner/Landlord - Time Spent 1%. 3. 7/26/2018 - Petrosky Apartments LLC - Investment Related - Home Based & Louisville, KY 40214 - Real Estate Rental - President/Landlord - Started 04/01/2015 - Time Spent 10%. 4. 7/26/2018 - No Business Name - Investment Related - Home Based - Non-Variable Insurance - Agent - Stated 09/01/2006 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 20% - Term, fixed annuity, LTC 5. 7/26/2018 - Michael P Petrosky, PLLC - Investment Related - Louisville, KY - Business Entity For Tax/Investment Purposes Only - Started 01/01/2012 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - Business entity. 6. 10/15/2018 - CRUMP, ASSOCIATES OF CLIFTON PARK - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:10/03/2018 - 5 Hours Per Month/5 Hours During Trading. 7. 9/23/2021 - PCG Wealth Advisors, LLC - DBA: LIMESTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/23/2021 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 9/23/2021 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/23/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 10/28/2022 - PETROSKY MARINE LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 08/02/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Petrosky'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®
NoneExperience
Current
September 22, 2021 - Present
PCG WEALTH MANAGEMENT
Office #1: 3832 Taylorsville Road Suite 1, Louisville, KY 40220RIA
CRD#: 290977
Louisville, KY
Current
July 26, 2018 - Present
LPL FINANCIAL LLC
Office #1: 3832 Taylorsville Rd Ste 1, Louisville, KY 40220RIA
BD
CRD#: 6413
Louisville, KY
Past
July 26, 2018 - February 24, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
LOUISVILLE, KY
Past
August 7, 2006 - August 3, 2018
WADDELL & REED
RIA
CRD#: 866
LOUISVILLE, KY
Past
June 16, 2006 - August 3, 2018
WADDELL & REED
BD
CRD#: 866
LOUISVILLE, KY
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".
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/7/2018)
RR
Colorado(8/6/2025)
RR
Florida(1/24/2020)
RR
Georgia(8/22/2018)
RR
Hawaii(7/26/2018)
RR
Illinois(9/8/2020)
RR
Indiana(7/26/2018)
RR
Kentucky(7/26/2018)
IAR
Kentucky(9/22/2021)
RR
Maryland(7/26/2018)
RR
Massachusetts(4/1/2019)
RR
Minnesota(8/22/2018)
RR
Missouri(9/8/2020)
RR
Nevada(7/26/2018)
RR
North Carolina(5/6/2019)
RR
Ohio(7/26/2018)
RR
Pennsylvania(9/10/2021)
RR
South Carolina(6/3/2019)
RR
Texas(12/22/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5700 W. 112th Street, Suite 120, Overland Park, KS 66211
Mailing Address
Phone number
(913) 323-3112
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 765,458,126 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PCG WEALTH MANAGEMENT
CRD#: 290977Louisville, KY 40220TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
