Peter John Burkly
Investment adviser representative at Cove Private Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$455.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cove Private Wealth, LLCJan 2026 to now
- Not EmployedOct 2025 to Dec 2025
- Deutsche BankMay 2019 to Sep 2025
- Bank of America/us TrustJan 2015 to Mar 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (NH).
Cove Private Wealth, LLC
$455.5MAssets managed
95Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2432718
- Firm CRD
- 316866