Peter Barchetti, financial advisor Uniontown PA

Peter Barchetti

CRD Number: 1222883
Current Firm: Centaurus Financial, Inc.

Peter Barchetti (CRD# 1222883) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Uniontown, PA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial, Inc. Orange, CA Aug 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Peter L. Barchetti
Phone Number: 714-456-1790
Registered State(s):
  • IA
  • PA
By the Numbers
  • Total Assets Under Management
    5,212
    MILLIONS
  • Total Number of Accounts
    30,814
    ACCOUNTS
  • Average Account Value
    $169,144
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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