Peter Kovalevich, financial advisor New Britain CT

Peter Kovalevich

CRD Number: 1096473
Current Firm: Latitude Advisors, LLC

Peter Kovalevich (CRD# 1096473) is an Investment Advisor Representative working at Latitude Advisors, LLC in New Britain, CT and has over 38 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Jan 2010 - Current 14
Latitude Advisors, LLC Vero Beach, FL Jan 2010 - Current 14
Ovation Benefits Farmington, CT Jan 2002 - Current 22
Corporate Insurance Solutions New Britain, CT Jan 2000 - Current 24
Self Employed West Hartford, CT Mar 1982 - Current 42
Peter Kovalevich Insurance New Britain, CT Jan 1982 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Peter Kovalevich
Phone Number: 772-770-1950
Registered State(s):
  • CT
Current Firm Details
Latitude Advisors, LLC
Firm's CRD Number: 151001
By the Numbers
  • Total Assets Under Management
    349
    MILLIONS
  • Total Number of Accounts
    1,320
    ACCOUNTS
  • Average Account Value
    $264,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV

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