RP

Robert W. Pecic

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CRD#: 6312763
RP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert W Pecic was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2014. Robert had worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 28, 2015 - August 13, 2015

EPI FINANCIAL GROUP

RIA
CRD#: 174160
SOUTHFIELD, MI
Past

April 17, 2014 - January 20, 2015

EPI ADVISORS LLC

RIA
CRD#: 156323
SOUTHFIELD, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam

Current Firm


EF
EPI FINANCIAL GROUP
EPI ADVISORS LLC | EPI FINANCIAL GROUP LLC | EPI FINANCIAL GROUP | EPI ADVISORS, LLC

CRD#: 174160 / SEC#:

Florida
Registered Investment Advisory firm - (4/11/2019 Approved)
Louisiana
Registered Investment Advisory firm - (4/4/2024 Approved)
Michigan
Registered Investment Advisory firm - (1/27/2015 Approved)
Ohio
Registered Investment Advisory firm - (6/18/2019 Approved)
Tennessee
Registered Investment Advisory firm - (10/4/2021 Approved)
Texas
Registered Investment Advisory firm - (8/6/2023 Approved)
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Contact information


Main Address
5700 Crooks Rd. Suite 340, Troy, MI 48098-2809
Mailing Address
Phone number
(248) 281-1500
Established
Firm type
Fiscal year end
# of Employees
7

Regulatory assets under management


Total Number of Accounts87
AUM (Assets Under Management)$ 6,855,452

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


EPI FINANCIAL GROUP

CRD#: 174160

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