Peter Kalianiotis
Investment adviser representative at Beck Bode LLC
10 yearsExperience
1 stateRegistered in
$666.4MFirm assets
10 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Beck Bode LLCMar 2025 to now
- The Bulfinch GroupDec 2024 to Feb 2025
- UnemployedJul 2024 to Dec 2024
- Source In BulkAug 2018 to Jul 2024
- UnemployedNov 2017 to Aug 2018
- Transamerica Capital IncMay 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Beck Bode LLC
$666.4MAssets managed
979Clients
17Advisers
10 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
- 4476235
- Firm CRD
- 282611