Unclaimed Profile

Peter Charles Golotko

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S·LAKELAND, Florida

Series 65Clean record19 years registeredCHAS. P. SMITH & ASSOCIATES, PA, CPA'S

205 EAST ORANGE STREET #310, LAKELAND, FL 33801-4611CRD# 3032495Firm CRD# 104914

Profile Verification

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

Identity

Peter Charles Golotko · LAKELAND, FL

Registration

CRD #3032495 · CHAS. P. SMITH & ASSOCIATES, PA, CPA'S · 19 years registered

Brand Profile

Not yet started

Career History

CPS INVESTMENT ADVISORS

Dec 2006 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 18, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

CRD 104914 · SEC 801-35294

AUM

$2.4B

Regulatory assets under management

Employees

7,120 client accounts

Services offered by CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHAS. P. SMITH & ASSOCIATES, PA, CPA'S →

Introduction

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Frequently Asked Questions

What services does Peter Charles Golotko offer?

Peter Charles Golotko specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.

What are Peter Charles Golotko's credentials?

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

Where is Peter Charles Golotko located?

Peter Charles Golotko is based in LAKELAND, Florida, working with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Peter Charles Golotko charge for services?

Peter Charles Golotko's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHAS. P. SMITH & ASSOCIATES, PA, CPA'S?

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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