Peter Bombara
Advisor at PCB Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PCB Capital LLC
Location
East Brunswick, NJ 08816
Credentials
Series 63, Series 65
Industry experience
13 years
About
Peter Bombara is a financial advisor with PCB Capital LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and PCB Consultants. Outside of advising, he owns PCB Financial Advisory Group, which offers fixed annuities, equity-indexed annuities, and traditional life insurance. PCB Capital provides wealth management and financial planning to individuals—including high-net-worth clients—as well as small businesses, trusts, estates, and nonprofits. The firm combines fundamental and technical analysis with asset-allocation principles and modern portfolio theory, managing portfolios through in-house models and independent managers.
Client services
Based on PCB Capital LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on PCB Capital LLC
General retirement planning
Income planning
General tax planning
Wealth management
Passive / index investing
Fee options
Financial planning fixed fees range from $1,000 to $25,000 depending on scope and level of services
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Certain Supervised Persons may receive commissions for insurance products, but commissions are not the firm's primary source of compensation.
Financial planning fees generally $400 per hour
Location
557 Cranbury Rd, Suite 16
East Brunswick, NJ 08816
Most active in
Peter B has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Work history
PCB Capital LLC
2020 - Present (6 years)
PCB Consultants
2017 - 2024 (7 years)
Lincoln Financial Securities Corporation
2016 - 2020 (4 years)
Gf Investment Services, Llc
2016 - 2016 (1 year)
Pcb Financial Llc
2013 - Present (13 years)
PCB Enterprise
2003 - 2024 (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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