Berat A. Pehlivanoglu

PFS CAPITAL

New York, NY 10007

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CRD#: 6921245

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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

Current

April 8, 2021 - Present

PFS CAPITAL, LLC

Office #1: One World Trade Center 285 Fulton Street, Suite 8500, New York, NY, 10007

RIA

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)

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Exams

Current Firm

PFS CAPITAL, LLC

CRD#: 304969 / SEC#:

New York

Registered Investment Advisory firm - (11/4/2019 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 2,124

Red Flags

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