Peter Charles Golotko
Investment adviser representative at Cps Investment Advisors
36 yearsExperience
1 stateRegistered in
PFSDesignation
$2.9BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- Cps Investment AdvisorsMay 1990 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cps Investment Advisors
Legal name: Chas. P. Smith & Associates, Pa, Cpa's
$2.9BAssets managed
3,377Clients
15Advisers
37 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
- 3032495
- Firm CRD
- 104914