PS
Peter Shaw
GLOBAL VIEW CAPITAL MANAGEMENT LLC
ATLANTA, GA
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CRD#: 1198351
PS
Professional summary
Peter Shaw is a registered financial advisor currently at GLOBAL VIEW CAPITAL MANAGEMENT LLC located in Atlanta, Georgia and MCDERMOTT INVESTMENT SERVICES, LLC located in Naples, Florida.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Peter has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[1] Naborforce; Not Investment-Related; 3460 Kingsboro Road NE Apt 507, Atlanta, GA 30326; On-Demand service for elderly individuals; Title: Nabor; Start: October 2, 2024; 3 hours devoted per month; duties: go to customers location, which varies upon customer, and help with needed tasks. [2] Experior Insurance; Not Investment-Related; 3460 Kingsboro Road NE Apt 507, Atlanta, GA 30326; Insurance Sales; Title: Sales Representative; Start Date: October 4, 2024; 20 hours devoted per month; Duties: Insurance Sales and Management. [3] T3 Global Trading; Investment-Related; 3460 Kingsboro Road NE Apt 507, Atlanta, GA 30326; Trading Platform; Title: Trader; Start Date: February 3, 2025; 60 hours/month devoted; Duties: Securities Trader. [4] MCDERMOTT INVESTMENT SERVICES, LLC; YES-INVESTMENT RELATED; ADDRESS: 44 EAST BROAD STREET, SECOND FLOOR, BETHLEHEM, PA 18018; NATURE: SECURITIES BROKER DEALER; POSITION: REGISTERED REPRESENTATIVE; STARTED: 04.12.2025; APPROX. ZERO HRS/MONTH; APPROX. 5 HRS/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF SECURITIES INVESTMENT PRODUCTS SUCH AS MUTUAL FUNDS, VARIABLE ANNUITIES AND VARIABLE LIFE INSURANCE FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS. [4] ANNUNCIATION DAY SCHOOL; NOT INVESTMENT RELATED; ADDRESS: 2500 CLAIRMOUNT ROAD NE, ATLANTA, GA 30329; NATURE: EDUCATION: POSITION: TEACHER-ELEMENTARY PRIMARY GRADES; STARTED: AUGUST 2025; APPROX. 35-40 HRS/MO DURING TRADING HOURS; APPROX. ZERO HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: TEACHER FOR SECONDARY GRADES 6, 7 & 8. [5] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 08.19.2025; APPROX. 5 ADVISORY HRS DURING TRADING HOURS; APPROX. 8 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI. GVCI HOURS LISTED SEPARTELY, IF APPLICABLE.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Shaw's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 14, 2025 - Present
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
ATLANTA, GA
Current
April 12, 2025 - Present
MCDERMOTT INVESTMENT SERVICES, LLC
Office #1: 900 Broad Ave South Suite 2c, Naples, FL 34102BD
CRD#: 154926
NAPLES, FL
Past
December 5, 2023 - September 12, 2024
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
Decatur, GA
Past
September 5, 2023 - November 3, 2023
OSAIC WEALTH, INC.
RIA
CRD#: 23131
DECATUR, GA
Past
August 31, 2023 - November 3, 2023
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
November 23, 2021 - April 10, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
November 13, 2021 - April 7, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
JACKSONVILLE, FL
Past
January 26, 2021 - September 24, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ATLANTA, GA
Past
January 25, 2021 - September 24, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ATLANTA, GA
Past
September 17, 2019 - May 22, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
September 16, 2019 - May 22, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
Past
February 9, 2017 - February 27, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
February 9, 2017 - February 27, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
Past
July 1, 2016 - January 9, 2017
HARRISDIRECT LLC
RIA
CRD#: 42159
Alpharetta, GA
Past
June 2, 2016 - January 9, 2017
E*TRADE SECURITIES LLC
BD
CRD#: 29106
ALPHARETTA, GA
Past
February 2, 2016 - May 2, 2016
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
Duluth, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(4/12/2025)
IAR
Georgia(10/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GV
GLOBAL VIEW CAPITAL MANAGEMENT LLC
GLOBAL CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT, LTD | GLOBAL VIEW CAPITAL MANAGEMENT LLC
CRD#: 158292 / SEC#: 801-72887
RIA
Registered Investment Advisory firm - (12/8/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI 53188
Mailing Address
Phone number
(262) 650-1030
Established
Firm type
Fiscal year end
# of Employees
102
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,570 |
| AUM (Assets Under Management) | $ 707,976,833 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
