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Peter Timothy Frawley

Corecap Advisors

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About Peter Timothy Frawley

Peter Frawley is a financial advisor at Corecap Advisors. Peter has been in the financial services industry since December 2004. Peter has been registered as an Investment Advisor Representative with Corecap Advisors since June 2012 and with Overwatch Advisors, LLC since December 2022. Peter is also a registered representative in several states, including Colorado, Illinois, Louisiana, Michigan, and Oklahoma.

Firm Information

Peter Frawley is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Peter Frawley’s Registration & Firm History

MI

03/19/2014 - Present

Corecap Advisors (Lake Orion MI)

MI

06/07/2011 - 06/12/2012

LEONARD & COMPANY (TROY MI)

MI

07/27/2007 - 03/03/2011

ROBERT W. BAIRD & CO. INCORPORATED (BIRMINGHAM MI)

MI

09/09/2004 - 08/01/2007

A. G. EDWARDS & SONS, INC. (TROY MI)

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Licenses & Designations

BOTH

Issued 11/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 09/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Peter Timothy Frawley. Review regulatory record here.
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