Peter W Goldsich

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 02/2021
  Waddell & Reed, Inc.
  Overland Park, KS
• 03/2021 → 04/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2023 → 04/2024
  Grove Point Financial, Llc
  Rockville, MD
• 04/2024 → Present
  Raymond James & Associates Inc.
  Kansas City, KS
• 04/2024 → Present
  Raymond James Financial Services Advisors Inc.
  Kansas City, KS
• 04/2024 → Present
  Raymond James Financial Services Inc.
  Kansas City, KS

Previous Registrations

• 2021-03-23 → 2024-04-01
  Cuso Financial Services, L.P.
  San Diego, CA
  Kansas City, KS
  Kansas City, KS
• 2015-08-27 → 2021-03-24
  Waddell & Reed
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2015-08-27

Other Names

• Pete Goldsich
• Peter William Goldsich