General Counsel/chief Compliance Officer · Proficio Capital Partners LLC
Peter W. Kronberg
CRD 5983501 · Named on Form ADV at one SEC-registered adviser
At a glance
Proficio Capital Partners LLC, an SEC-registered wealth manager based in Newton, MA with $8.2 billion in regulatory assets, lists Peter W. Kronberg on its Form ADV as General Counsel/chief Compliance Officer, a control person.
Firms and roles
- Proficio Capital Partners LLCGeneral Counsel/chief Compliance OfficerWealth manager · Newton, MA · $8.2B in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Matthew H. WoskManaging Member, Proficio Capital Partners LLC
- Robert J HaberChief Investment Officer, Member, Proficio Capital Partners LLC
- Justin T. SussmanChief Operating Officer/partner, Proficio Capital Partners LLC
- Sheldon HanauChief Strategy Officer, Proficio Capital Partners LLC
- Lauren E. DenklauChief Administration Officer, Proficio Capital Partners LLC
4 more people named with Peter on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.