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PA

Peter F. Alliegro

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CRD#: 1482585
PA

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 Francis Alliegro, who also goes by Pete Alliegro, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1986. Peter had worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pete Alliegro

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

October 18, 2022 - December 11, 2023

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
Aliso Viejo, CA
Past

February 22, 2018 - November 16, 2021

MORGAN STANLEY

RIA
CRD#: 149777
Rolling Hills Estates, CA
Past

January 25, 2018 - November 16, 2021

MORGAN STANLEY

BD
CRD#: 149777
Rolling Hills Estates, CA
Past

August 21, 2009 - January 12, 2011

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

September 30, 2008 - December 31, 2008

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

December 1, 2005 - July 14, 2008

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
SANTA MONICA, CA
Past

November 20, 2002 - December 31, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

July 1, 1992 - January 18, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

October 3, 1990 - June 2, 1992

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
Past

June 2, 1987 - October 10, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

April 23, 1986 - October 13, 1986

ALEXANDER MICHAELS, INC.

BD
CRD#: 11525

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
RR
IAR
Series 66
Date: 2/22/2018
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/1/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WS
WEALTHFORGE SECURITIES, LLC
WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC

CRD#: 152550 / SEC#: , 8-68464

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


Main Address
3015 W Moore St Suite 102, Richmond, VA 23230
Mailing Address
3015 W Moore St Suite 102, Richmond, VA 23230
Phone number
(804) 308-0431
Established
Virginia since 07/28/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
WEALTHFORGE HOLDINGS, INC.PARENT
ARLES, DONNA DIPIETROCFO, PFO, POO6489389
RAPER, JAMES LEROY JRCCO, COO5721253
ROBBINS, GEORGE WILLIAM IVCEO2440106

Disclosures


Regulatory Event3
Arbitration1

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


WEALTHFORGE SECURITIES, LLC

CRD#: 152550

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