Peter A. Signori

BECKERMAN WEALTH

BRONXVILLE, NY

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CRD#: 1666292

Professional summary

Peter Anthony Signori, who also goes by Peter Anthony Signori Sr, is a registered financial advisor currently at BECKERMAN WEALTH located in Bronxville, New York.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Peter has worked at 11 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Anthony Signori Sr

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) - RIA

Click below to view Peter Anthony Signori'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

June 27, 2013 - Present

BECKERMAN WEALTH

RIA

CRD#: 19585

NEW YORK CITY, NY

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".

BECKERMAN WEALTH

BECKERMAN INSTITUTIONAL, LLC | EWEALTHADVISOR | BECKERMAN WEALTH

CRD#: 142480 / SEC#: 801-120898

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

New Jersey

Registered Investment Advisory firm - (4/28/2021 Terminated)

New York

Registered Investment Advisory firm - (4/28/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/27/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/15/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/23/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/28/2002

General Securities Principal Examination

Current Firm

BECKERMAN WEALTH

BECKERMAN INSTITUTIONAL, LLC | EWEALTHADVISOR | BECKERMAN WEALTH

CRD#: 142480 / SEC#: 801-120898

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

New Jersey

Registered Investment Advisory firm - (4/28/2021 Terminated)

New York

Registered Investment Advisory firm - (4/28/2021 Terminated)

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Contact information

Main Address

77 Main Avenue Suite 1a, Ocean Grove, NJ 07756

Mailing Address

Phone number

(877) 892-7738

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	622
AUM (Assets Under Management)	$ 253,424,112

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.

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Firm Stability Insights

Peter A. Signori

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Anthony Signori's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONE & YOUNGBERG LLC

J.P. MORGAN SECURITIES INC.

BANC ONE CAPITAL MARKETS, INC.

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

COMMERZ MARKETS LLC

DRESDNER SECURITIES (USA) INC.

EASTBRIDGE CAPITAL INC.

UBS FINANCIAL SERVICES INC.

CM&M FUTURES INC.

HSBC SECURITIES (USA) INC.

Primary Firm SEC Registration

BECKERMAN WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2008

Series 63

Date: 10/25/1996

Series 7

Date: 7/23/1991

Series 24

Date: 1/28/2002

Current Firm

BECKERMAN WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BECKERMAN WEALTH

TRUST BUT VERIFY

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