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Peter Walter Kronberg

Investment adviser representative at Proficio Capital Partners LLC
14 yearsExperience
2 statesRegistered in
$8.2BFirm assets
11 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Proficio Capital Partners LLCSep 2015 to now
  2. Self-employed AttorneyJan 2009 to now
  3. Tufts UniversitySep 2010 to May 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

Proficio Capital Partners LLC

$8.2BAssets managed
160Clients
2Advisers
11 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
5983501
Firm CRD
269931
Advisor's SEC record (opens in a new tab)
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