Peter W. Kunze

OVERBROOK MANAGEMENT

New York, NY 10017

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CRD#: 5497874

Professional summary

Peter William Kunze, who also goes by Peter Kunze, Peter W Kunze, is a registered financial advisor currently at OVERBROOK MANAGEMENT CORPORATION located in New York, New York.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Peter has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Kunze | Peter W Kunze

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 William Kunze'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

December 3, 2025 - Present

OVERBROOK MANAGEMENT CORPORATION

Office #1: 280 Park Avenue Suite 2402w, New York, NY 10017

RIA

CRD#: 117884

New York, NY

Past

March 14, 2023 - December 2, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

NEW YORK, NY

Past

December 9, 2022 - December 2, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

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".

OVERBROOK MANAGEMENT CORPORATION

OVERBROOK MANAGEMENT ADVISORS, LP | OVERBROOK MANAGEMENT CORPORATION

CRD#: 117884 / SEC#: 801-60790

RIA

Registered Investment Advisory firm - (12/21/2001 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

New York
(12/3/2025)

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 66

Date: 1/6/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/9/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/28/2022

Securities Industry Essentials Examination

Current Firm

OVERBROOK MANAGEMENT CORPORATION

OVERBROOK MANAGEMENT ADVISORS, LP | OVERBROOK MANAGEMENT CORPORATION

CRD#: 117884 / SEC#: 801-60790

RIA

Registered Investment Advisory firm - (12/21/2001 Approved)

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Contact information

Main Address

280 Park Avenue Suite 2402w, New York, NY 10017

Mailing Address

Phone number

(212) 661-8710

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OVERBROOK MANAGEMENT CORPORATION BROCHURE (8/15/2025)

Regulatory assets under management

Total Number of Accounts	315
AUM (Assets Under Management)	$ 1,051,959,375

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2025	Cover Page	Report
10/31/2024	Cover Page	Report
09/18/2023	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 W. Kunze

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter William Kunze's CRS (Customer Relationship Summary).

Certified licenses

Experience

OVERBROOK MANAGEMENT CORPORATION

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

OVERBROOK MANAGEMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2023

Series 7TO

Date: 12/9/2022

SIE

Date: 11/28/2022

Current Firm

OVERBROOK MANAGEMENT CORPORATION

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OVERBROOK MANAGEMENT CORPORATION

TRUST BUT VERIFY

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