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PA

Peter Vreeland Adams

ZEUS FINANCIAL

BOCA RATON, FL

·CRD# 1009011·45 years experience

Professional Summary

Peter Vreeland Adams is a registered financial advisor currently at ZEUS FINANCIAL, LLC located in Boca Raton, Florida. Peter is registered as a RR (Registered Representative) and started their career in finance in 1981. Peter has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 3 and Series 53 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

45 years in the financial services industry

Current & Past Employments

ZEUS FINANCIAL, LLC·CRD# 18192

BD

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

April 4, 2024 - Present

ATLAS FINANCIAL ADVISORS, LLC·CRD# 285580

RIA

Stamford, CT

May 18, 2022 - December 15, 2025

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC·CRD# 114212

BD

New York, NY

September 18, 2018 - May 3, 2022

OPENX MARKETS, LLC·CRD# 154903

BD

New York, NY

August 2, 2011 - March 4, 2013

TRADEWEB LLC·CRD# 42759

BD

Rockville, MD

February 16, 2007 - February 17, 2011

CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816

BD

May 12, 1986 - March 5, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

October 29, 1981 - May 27, 1986

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Current Firm

ZF

ZEUS FINANCIAL, LLC

TRANS-CAP SECURITIES, INC | ZEUSFINANCIALLLC.COM | ZEUSBD.COM | ZEUS SECURITIES, INC. | ZEUS SECURITIES, INC | ZEUS FINANCIAL, LLC

CRD#: 18192 / SEC#: 8-36214

BD

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Mailing Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Phone Number

(561) 708-0700

Established

Florida since 03/17/1986

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (30 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

Name	Position	CRD#
BUTKEVITS, LETICIA VERA	MEMBER	6717105
ORCHID BAY FINANCIAL HOLDINGS, LLC	MEMBER	—
ACHILLE, RALPH	CCO	5875142
BUTKEVITS, VINCENT WILLIAM III	CEO	1818987
KUMAR, PARDEEP	MANAGING DIRECTOR	5214503
SHUMBERG, IVANA MARCELLA	FINOP/PFO	3167225
TROUSDALE, LAUREN NICOLE	FINOP/POO	5622407

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Cenlar Federal Savings Bank & Cenlar Capital Corporation. This business is not related to securities or investments. Address: 780 Township LIne Rd, 3rd Floor, Yardley, PA 19067. Business: mortgage sub-servicing. Position: Board Director. Start date 1999. Time allocated: approximately 10 hours per month, 4 hours per month during trading hours. Duties: review of business operations and approvals on company policies, proceudres and business initiatives. Zeus Financial LLC. This a securities trading business. 5002 T-Rex Ave., Suite 235, Boca Raton FL 33431. Position: investment banking, credit dept. Start date 11/30/2023. Hours: approximately 8-10 hours per month, approximately 5 hours/month during trading hours. Duties: help identify securities underwriting firms Zeus can work with on new issue credit deals, and potential end account buyers of new issue credit products. Atlas Financial Advisors, LLC. This is an investment advisory firm. Located at 4800 T-Rex Ave., Suite 100, Boca Raton FL 33431. Position: Principal. Start date 5/2022. Hours: approximately 40 hours per month, approximately 30 hours/month during trading hours. Duties: Business development, administration, compliance

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Colorado
(4/4/2024)

RR

Florida
(4/4/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2022About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2008About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Feb 2026About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2018About the Series 7 exam

Series 3 — National Commodity Futures Examination

Passed Aug 1984About the Series 3 exam

Series 53 — Municipal Securities Principal Examination

Passed Jun 2007About the Series 53 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Peter Vreeland Adams's CRS (Customer Relationship Summary).

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