Peter Bombara
Peter Bombara is a registered investment advisor at Pcb Capital LLC, based in East Brunswick, NJ, with 13 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 358 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
557 Cranbury Rd, Suite 16, East Brunswick, NJ, 08816
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is the owner of PCB Financial Advisory Group, offering and selling fixed annuities, equity-indexed annuities, and traditional life insurance, dedicating about 10-20% of his time. He also owns PCB Ventures 1 LLC, spending minimal time monitoring it.
Employment History
Current Registrations
Pcb Capital LLC
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Nylife Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.