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PS

Peter A. Sykes

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CRD#: 1778190
PS

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 Allan Sykes, who also goes by Peter Sykes, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1988. Peter had worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Sykes

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.
1) Aristotle Capital Management, LLC; Newport Beach, CA; Investment Related; Began 03/01/2018; Mutual Funds and SMA's; Senior Vice President, Regional Director; Wholesaler; 160 hours per month with 100 hours during securities trading hours. 2) Rental Property (San Francisco); San Francisco, CA; Investment Related - Yes; Started 10/01/2022; Rental Property; Property Owner; Rent out inherited house , collect and share rent with other partial owners of property; 0 hours per month with 0 hours during securities trading hours. 3) Rental Property (weekend house); Non Investment Related; Calistoga, CA; Rental property; Owner; Start Date 9/2021; 1 hour per month; rental income

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 6, 2023 - June 11, 2025

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
PORTLAND, ME
Past

April 13, 2018 - June 11, 2025

ARISTOTLE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 109876
San Francisco, CA
Past

April 4, 2018 - October 24, 2023

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Newport Beach, CA
Past

September 28, 2017 - March 13, 2018

EASTERLY FUNDS LLC

RIA
CRD#: 281785
San Francisco, CA
Past

September 27, 2017 - March 13, 2018

FDX CAPITAL LLC

BD
CRD#: 119302
NEW YORK, NY
Past

November 18, 2016 - May 5, 2017

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
SAN FRANCISCO, CA
Past

September 22, 2016 - September 27, 2017

EASTERLY FUNDS LLC

RIA
CRD#: 281785
San Francisco, CA
Past

September 15, 2015 - September 27, 2017

FDX CAPITAL LLC

BD
CRD#: 119302
NEW YORK, NY
Past

March 10, 2015 - September 15, 2015

ALT FUND DISTRIBUTORS LLC

BD
CRD#: 146547
NEW YORK, NY
Past

July 25, 2012 - September 8, 2014

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 106629
BOSTON, MA
Past

July 20, 2012 - September 8, 2014

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

October 26, 2010 - August 24, 2011

GUGGENHEIM INVESTMENTS

RIA
CRD#: 105477
NEW YORK, NY
Past

January 26, 2009 - October 28, 2010

RYDEX ADVISORY SERVICES, LLC

RIA
CRD#: 132735
ROCKVILLE, MD
Past

March 26, 2002 - August 24, 2011

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
ROCKVILLE, MD
Past

August 26, 1998 - January 18, 2002

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

February 25, 1991 - July 16, 1998

GT GLOBAL, INC.

BD
CRD#: 19587
SAN FRANCISCO, CA
Past

June 1, 1989 - December 20, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 19, 1988 - June 22, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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: 12/22/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC

CRD#: 148477 / SEC#: , 8-68027

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


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCDIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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


FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

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