Unclaimed Profile

Peter Charles Sinatra

QCM, LLC·SAN FRANCISCO, California

Series 6, Series 7, Series 26, Series 63, Series 65Clean record16 years registeredQCM, LLC

311 CALIFORNIA STREET, SAN FRANCISCO, CA 94104CRD# 2445979Firm CRD# 143150

Profile Verification

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

Identity

Peter Charles Sinatra · SAN FRANCISCO, CA

Registration

CRD #2445979 · QCM, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QCM, LLC

QUANTUM CAPITAL MANAGEMENT

Feb 2010 – Dec 2020

San Francisco, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · February 4, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QCM, LLC

CRD 143150 · SEC 801-67571

AUM

$153M

Regulatory assets under management

Employees

197 client accounts

Services offered by QCM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QCM, LLC →

Introduction

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter Charles Sinatra offer?

Peter Charles Sinatra specializes in Financial Planning, Investment Management, Wealth Management.

What are Peter Charles Sinatra's credentials?

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

Where is Peter Charles Sinatra located?

Peter Charles Sinatra is based in SAN FRANCISCO, California, last registered with QCM, LLC.

How does Peter Charles Sinatra charge for services?

Peter Charles Sinatra'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 QCM, LLC?

QCM, LLC has approximately 6 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →