Peter KulasCRD Number: 6153906
Current Firm: Investacorp Advisory Services Inc.
Peter Kulas (CRD# 6153906) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Glastonbury, CT and has over 3 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Ameriprise Financial Services, Inc.
|Investacorp Advisory Services, Inc.||Miami, FL||Sep 2015 - Current||1|
|Tomasetti, Kulas & Company||Hartford, CT||Jun 1986 - Current||30|
|Invest Financial Corporation||Glastonbury, CT||Feb 2013 - Sep 2015||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV