Peter Borowski, financial advisor Englewood FL
73 score

Peter Borowski

CRD Number: 1416975
Current Firm: Alphastar Capital Management, LLC

Peter Borowski (CRD# 1416975) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Englewood, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Alphastar Capital Management Cornelius, NC Aug 2012 - Current 4
The Center For Estate & Financial Planning, Inc. Englewood, FL Jun 1984 - Current 32
Allied Beacon Partners LLC Richman, VA Apr 2011 - Aug 2012 1
Allied Beacon Wealth Management LLC Richman, VA Apr 2011 - Aug 2012 1
Allegiant Asset Management, LLC Miami, FL Aug 2007 - Apr 2011 3
Allegiant Securities, LLC Miami, FL Mar 2007 - Apr 2011 4
Allegiant Financial, Inc. Miami, FL Mar 2007 - Apr 2011 4
Loan Well Of America, LLC Clearwater, FL Sep 2009 - Dec 2010 1
The O.n. Equity Sales Company Cincinnati, OH Dec 2001 - Mar 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S66 NASAA Uniform Combined State Law Examination Mar 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Peter L. Borowski
Phone Number: 855-340-2514
Registered State(s):
  • FL
  • IN
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    2,660
    ACCOUNTS
  • Average Account Value
    $56,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
73

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