BP
Berat A. Pehlivanoglu
PFS CAPITAL
New York, NY 10007
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CRD#: 6921245
BP
Professional summary
Berat Ahmet Pehlivanoglu is a registered financial advisor currently at PFS CAPITAL, LLC located in New York, New York.
Berat is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Berat has worked at 1 firm .
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.
- not investment-related -
PFS FINANCE (USA), LLC
One World Trade Center, Suite 8500
New York, NY 10007
Founding Member and Managing Director (09/2010 - present)
Financial advisory services and consulting company engaged by leading international lender(s) to
originate trade, corporate, and project finance loan transactions in emerging markets.
Mr. Pehlivanoglu is not actively involved in the day-to-day operations of the entity.
Mr. Pehlivanoglu is actively involved in the financial management of the entity.
Time allotment varies between 4 to 8 hours/month substantially devoted outside securities trading
hours.
- not investment-related -
PEHLIVANOGLU FINANSAL DANISMANLIK HIZMETLERI VE TICARET LIMITED SIRKETI
Ataturk Mahallesi Sedef Caddesi
Atasehir Residence B/41
Atasehir Istanbul 34758
Turkey
Founding Member and Managing Director (11/2000 - present)
Financial advisory services and consulting company engaged by leading international lender(s) to
originate trade, corporate, and project finance loan transactions in emerging markets. Identifies and
works with potential borrowers in developing countries and emerging markets to assist in preparing
and shaping applications for equipment financing, loan guarantees and other similar debt financing
transactions.
Mr. Pehlivanoglu is not actively involved in the day-to-day operations of the entity.
Mr. Pehlivanoglu is actively involved in the financial management of the entity.
Time allotment varies between 2 to 4 hours/month substantially devoted outside securities trading
hours.
CRS (Client Relationship Summary) - RIA
Click below to view Berat Ahmet Pehlivanoglu'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
April 8, 2021 - Present
PFS CAPITAL, LLC
Office #1: One World Trade Center 285 Fulton Street, Suite 8500, New York, NY, 10007RIA
CRD#: 304969
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
New York(4/8/2021)
Exams
Current Firm
PC
PFS CAPITAL, LLC
PFS CAPITAL, LLC
CRD#: 304969 / SEC#:
New York
Registered Investment Advisory firm - (11/4/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One World Trade Center 285 Fulton Street, Suite 8500, New York, NY, 10007
Mailing Address
Phone number
(212) 220-6634
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 2,560 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
