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Peter L. Getz

KATAMA SECURITIES LLC
Alpharetta, GA 30005
Some features on this profile are disabled
CRD#: 1310930
PG

Professional summary

Peter Leland Getz is a registered financial professional currently at KATAMA SECURITIES LLC located in Alpharetta, Georgia.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1984. Peter has worked at 11 firms and has passed the Series 63, Series 7TO, Series 79TO, Series 82TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter Leland Getz's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 2, 2024 - Present

KATAMA SECURITIES LLC

Office #1: 6250 Shiloh Road, Suite 30-3, Alpharetta, GA 30005
BD
CRD#: 124667
Alpharetta, GA
Past

May 21, 2019 - May 11, 2021

SHARENETT SECURITIES LLC

BD
CRD#: 151011
New York, NY
Past

December 15, 2017 - September 10, 2018

FUSION ANALYTICS SECURITIES LLC

BD
CRD#: 124245
CORAL SPRINGS, FL
Past

March 19, 2015 - January 3, 2018

CV BROKERAGE, INC

BD
CRD#: 462
New York, NY
Past

April 29, 2010 - August 31, 2010

MEESCHAERT CAPITAL MARKETS, INC.

BD
CRD#: 17012
NEW YORK, NY
Past

August 16, 2006 - March 6, 2015

RANGE GLOBAL LLC

BD
CRD#: 104393
NEW YORK, NY
Past

May 1, 2002 - August 15, 2006

CARLIN EQUITIES, LLC

BD
CRD#: 31295
NEW YORK, NY
Past

November 12, 1999 - January 25, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 13, 1991 - April 19, 1996

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

March 24, 1986 - March 19, 1991

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

November 21, 1984 - March 24, 1986

J. BUSH & CO., INCORPORATED

BD
CRD#: 5355

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(3/12/2025)
RR
District of Columbia
(4/3/2025)
RR
Florida
(10/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/3/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/6/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/6/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 8/6/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 9/10/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/1984
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/6/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

KS
KATAMA SECURITIES LLC
KATAMA SECURITIES LLC | STANWICH ADVISORS LLC

CRD#: 124667 / SEC#: , 8-65708

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
6250 Shiloh Road, Suite 30-3, Alpharetta, GA 30005
Mailing Address
6250 Shiloh Road, Suite 30 Box 11, Alpharetta, GA 30005
Phone number
(678) 488-0175
Established
Florida since 06/22/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KATAMA HOLDINGS, LLCMEMBER
AGERTON, DEBORAHFINOP/PFO/POO4460597
DAIUTO, RALPH ANTHONY JRMANAGING DIRECTOR2771292
GETZ, PETER LELANDMANAGING DIRECTOR1310930
VERNOIA, DEANCCO/COO1723925

Red Flags

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.

Company Information

KATAMA SECURITIES LLC

CRD#: 124667Alpharetta, GA 30005

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