Peter E. Shenas

ARISTON SERVICES GROUP

SAN DIEGO, CA 92101

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CRD#: 1720963

Professional summary

Peter Emmanuel Shenas, CFP®, CIMA® is a registered financial advisor currently at ARISTON SERVICES GROUP, LLC located in San Diego, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Peter has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Estate Planning

Business Succession Planning

Investment Planning

Debt Management

Retirement Planning

Comprehensive Financial Planni...

Education Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Emmanuel Shenas'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®

CFP^®

Certified Financial Planner

Start date: 2003

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 14, 2008 - Present

ARISTON SERVICES GROUP, LLC

Office #1: 750 B Street Suite 1940, San Diego, CA 92101

RIA

CRD#: 146255

SAN DIEGO, CA

Past

July 8, 1997 - April 3, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SAN DIEGO, CA

Past

November 7, 1990 - April 3, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SAN DIEGO, CA

Past

October 30, 1987 - November 5, 1990

THOMAS GREEN SECURITIES, INC.

CRD#: 571

LOS ANGELES, CA

Past

September 22, 1987 - November 6, 1987

SAN DIEGO SECURITIES INCORPORATED

CRD#: 4136

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".

ARISTON SERVICES GROUP, LLC

ARISTON SERVICES GROUP, LLC | IVANHOE PARTNERS FUND, GP, LLC

CRD#: 146255 / SEC#: 801-68830

RIA

Registered Investment Advisory firm - (2/5/2008 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.

Highlighted states indicate IAR registrations

IAR

California
(3/14/2008)

IAR

Texas
(3/14/2008)

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 65

Date: 3/21/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Current Firm

ARISTON SERVICES GROUP, LLC

ARISTON SERVICES GROUP, LLC | IVANHOE PARTNERS FUND, GP, LLC

CRD#: 146255 / SEC#: 801-68830

RIA

Registered Investment Advisory firm - (2/5/2008 Approved)

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Contact information

Main Address

750 B Street Suite 1940, San Diego, CA 92101

Mailing Address

Phone number

(619) 241-2326

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARISTON SERVICES GROUP, LLC PART 2A 7-19-2024 (4/4/2025)

Regulatory assets under management

Total Number of Accounts	223
AUM (Assets Under Management)	$ 490,793,093

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Peter E. Shenas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Emmanuel Shenas's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

THOMAS GREEN SECURITIES, INC.

SAN DIEGO SECURITIES INCORPORATED

Primary Firm SEC Registration

ARISTON SERVICES GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/1996

Series 63

Date: 5/31/1991

Series 7

Date: 9/19/1987

Current Firm

ARISTON SERVICES GROUP, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARISTON SERVICES GROUP, LLC

TRUST BUT VERIFY

Contact information

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