Unclaimed Profile

Peter Gapp Chiang

CORE INVESTMENT MANAGEMENT·SAN DIEGO, California

Series 7, Series 31, Series 63, Series 6525 years registeredCORE INVESTMENT MANAGEMENT

402 WEST BROADWAY, SAN DIEGO, CA 92101CRD# 2068958Firm CRD# 157758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Gapp Chiang · SAN DIEGO, CA

Registration

CRD #2068958 · CORE INVESTMENT MANAGEMENT · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CORE INVESTMENT MANAGEMENT

LAUREL WEALTH ADVISORS, INC.

Mar 2015 – Dec 2020

San Diego, CA

CORE INVESTMENT MANAGEMENT

Jun 2011 – Apr 2014

SAN DIEGO, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2011

SAN DIEGO, CA

MORGAN STANLEY & CO. INCORPORATED

Jan 2009 – Jun 2009

LA JOLLA, CA

UBS FINANCIAL SERVICES INC.

Aug 2006 – Jan 2009

LA JOLLA, CA

PIPER JAFFRAY & CO.

Jun 2001 – Aug 2006

LAJOLLA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · June 4, 2001

Years registered · 25

Disclosure History

2014Regulatory·Final

2012Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CORE INVESTMENT MANAGEMENT

CRD 157758 · SEC 801-72441

AUM

$55M

Regulatory assets under management

Employees

160 client accounts

Services offered by CORE INVESTMENT MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORE INVESTMENT MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Peter Gapp Chiang offer?

Peter Gapp Chiang specializes in Financial Planning, Investment Management, Wealth Management.

What are Peter Gapp Chiang's credentials?

Peter Gapp Chiang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Gapp Chiang located?

Peter Gapp Chiang is based in SAN DIEGO, California, last registered with CORE INVESTMENT MANAGEMENT.

How does Peter Gapp Chiang charge for services?

Peter Gapp Chiang's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORE INVESTMENT MANAGEMENT?

CORE INVESTMENT MANAGEMENT has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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