PB
Peter Busalacchi
PACIFIC TRUST CAPITAL MANAGEMENT
La Mesa, CA 91941
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CRD#: 7484002
PB
Professional summary
Peter Busalacchi is a registered financial advisor currently at PACIFIC TRUST CAPITAL MANAGEMENT located in La Mesa, California.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Peter has worked at 1 firm and has passed the Series 65 exam.
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.
Commercial real estate investor from 2001 to present.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Busalacchi'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
March 11, 2022 - Present
PACIFIC TRUST CAPITAL MANAGEMENT
Office #1: 9461 Grossmont Summit Dr., Suite C, La Mesa, CA 91941RIA
CRD#: 318295
La Mesa, CA
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
California(3/11/2022)
Current Firm
PT
PACIFIC TRUST CAPITAL MANAGEMENT
BUSALACCHI INVESTIGATIVE AGENCY, INC. | PACIFIC TRUST CAPITAL MANAGEMENT | BUSALACCHI, PETER
CRD#: 318295 / SEC#:
California
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Contact information
Main Address
9461 Grossmont Summit Dr., Suite C, La Mesa, CA 91941
Mailing Address
Po Box 152405, San Diego, CA 92195-2405
Phone number
(619) 776-4600
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
