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Peter C Bisulca

Colarion

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About Peter C Bisulca

Peter Bisulca is an investment advisor representative with Colarion. Peter has been in the industry since August 5, 1997. Peter is registered with the state of Florida as a broker-dealer and with the state of Florida, New York, and North Carolina as an investment advisor. Peter has a Series 63, Series 65, Series 66, Series 7, Series 24 and a SIE license. Peter works with individual clients, corporations and other businesses, charitable organizations, and pooled investment vehicles. Previous affiliations include MML Investors Services, LLC, Park Avenue Securities, LLC, AXA Advisors, LLC, Genesis Securities, LLC, Schonfeld Securities, LLC, Basic Investors Inc., Andrew, Alexander, Wise & Company Incorporated, First Republic Group, LLC, Win Capital Corp., Capital Securities of America, Inc., Janssen-Meyers Associates, L.P., Redstone Securities, Inc., and Texas Capital Securities, Inc.

Firm Information

Peter Bisulca is currently registered with Colarion. Colarion is an investment advisory firm located in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Colarion has approximately $125.9 million in regulatory assets under management.
Colarion

50 RICHARD ARRINGTON AVE N.

BIRMINGHAM, AL 35203

$125.94M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Bisulca’s Registration & Firm History

AL

01/31/2024 - Present

Colarion (BIRMINGHAM AL)

FL

03/02/2020 - 02/16/2021

MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)

FL

08/08/2017 - 12/03/2019

PARK AVENUE SECURITIES LLC (PALM BEACH GARDENS FL)

NY

02/06/2017 - 07/12/2017

AXA ADVISORS, LLC (WOODBURY NY)

NY

04/16/2003 - 02/22/2017

PARK AVENUE SECURITIES LLC (WESTBURY NY)

NY

11/20/2002 - 01/09/2003

GENESIS SECURITIES, LLC (NEW YORK NY)

NY

05/25/2001 - 11/18/2002

SCHONFELD SECURITIES, LLC (JERICHO NY)

NY

11/20/2000 - 05/09/2001

BASIC INVESTORS INC. (MELVILLE NY)

NY

01/31/2000 - 04/14/2000

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED (NEW YORK NY)

NY

11/15/1999 - 01/31/2000

FIRST REPUBLIC GROUP, LLC (NEW YORK NY)

NY

01/11/1999 - 11/03/1999

WIN CAPITAL CORP. (BAYVILLE NY)

OH

04/08/1998 - 06/08/1998

CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)

NY

10/29/1996 - 09/18/1997

JANSSEN-MEYERS ASSOCIATES, L.P. (NEW YORK NY)

TX

02/21/1995 - 11/01/1996

REDSTONE SECURITIES, INC. (DALLAS TX)

TX

08/20/1993 - 03/03/1995

TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/17/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/23/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/19/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter C Bisulca.
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