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Peter Charles Jachym

Pickwick Capital Partners, LLC

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About Peter Charles Jachym

Peter Jachym is a financial advisor currently affiliated with Pickwick Capital Partners, LLC. Peter has been working in the financial industry since January 24, 2003. Peter holds FINRA Series 7, 24, 63, 79TO and SIE licenses and is currently registered in Connecticut, Florida and New York. Peter was previously affiliated with WEISS MULTI-STRATEGY FUNDS LLC, MMC SECURITIES LLC, KEEFE, BRUYETTE & WOODS, INC., and BANC OF AMERICA SECURITIES LLC.

Firm Information

Peter Jachym is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

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.

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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Peter Jachym’s Registration & Firm History

NY

10/30/2021 - Present

Pickwick Capital Partners, LLC (WHITE PLAINS NY)

NY

01/04/2018 - 11/01/2019

WEISS MULTI-STRATEGY FUNDS LLC (NEW YORK NY)

NY

11/04/2013 - 04/03/2017

MMC SECURITIES LLC (NEW YORK NY)

NY

04/19/2001 - 06/27/2013

KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)

NY

12/20/1999 - 04/24/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Charles Jachym.
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