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PJ

Peter T. Jannetta

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CRD#: 1333127
PJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Tomlinson Jannetta, who also goes by Peter T Jannetta, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1995. Peter had worked at 8 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter T Jannetta

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 25, 2015 - May 29, 2018

FORT PITT CAPITAL GROUP, LLC

RIA
CRD#: 281385
PITTSBURGH, PA
Past

July 31, 2014 - December 31, 2015

FORT PITT CAPITAL GROUP INC

RIA
CRD#: 108361
PITTSBURGH, PA
Past

November 5, 2009 - February 12, 2010

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
NEW YORK, NY
Past

August 8, 2007 - February 19, 2009

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

August 24, 2000 - May 14, 2007

CREDIT AGRICOLE CHEUVREUX NORTH AMERICA, INC.

BD
CRD#: 8010
NEW YORK, NY
Past

October 14, 1999 - April 27, 2000

ROBERT FLEMING INC.

BD
CRD#: 1711
NEW YORK, NY
Past

June 12, 1998 - October 5, 1999

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

July 25, 1995 - May 19, 1998

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/31/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 8/14/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FP
FORT PITT CAPITAL GROUP, LLC
FORT PITT CAPITAL GROUP, LLC | ROOF ADVISORY GROUP

CRD#: 281385 / SEC#: 801-106608

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Contact information


Main Address
680 Andersen Drive Foster Plaza Ten -- Suite 350, Pittsburgh, PA 15220
Mailing Address
Phone number
(412) 921-1822
Established
Firm type
Fiscal year end
# of Employees
74

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2024.08.07) (8/7/2024)

Regulatory assets under management


Total Number of Accounts9,164
AUM (Assets Under Management)$ 5,156,026,201

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


FORT PITT CAPITAL GROUP, LLC

CRD#: 281385

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