AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PS

Peter J. Salvato

Some features on this profile are disabled
CRD#: 1815770
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 James Salvato, who also goes by Pete Salvato, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1988. Peter had worked at 19 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pete Salvato

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

July 24, 2013 - August 6, 2013

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
KENILWORTH, IL
Past

June 18, 2012 - August 5, 2013

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
SPRING HILL, FL
Past

June 6, 2003 - June 19, 2012

MARQUIS FINANCIAL SERVICES, INC.

BD
CRD#: 20733
SPRING HILL, FL
Past

September 24, 2002 - January 14, 2005

LACONIA CAPITAL CORPORATION

BD
CRD#: 104027
NEW YORK, NY
Past

November 7, 2001 - September 26, 2002

STONE HARBOR FINANCIAL SERVICES, LLC

BD
CRD#: 102320
FREEHOLD, NJ
Past

November 30, 2000 - November 27, 2001

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

July 8, 1999 - November 22, 2000

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

March 10, 1998 - July 1, 1999

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

July 15, 1997 - February 16, 1998

SOLID ISG CAPITAL MARKETS, LLC

BD
CRD#: 39375
NEW YORK, NY
Past

December 9, 1996 - May 9, 1997

FIRST CAMBRIDGE SECURITIES CORPORATION

BD
CRD#: 21846
NEW YORK, NY
Past

January 4, 1996 - November 27, 1996

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

October 6, 1995 - October 31, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 6, 1995 - October 31, 1995

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

October 31, 1994 - January 26, 1995

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

January 26, 1994 - October 28, 1994

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

December 4, 1992 - February 9, 1994

REICH & CO., INC.

BD
CRD#: 19611
Past

October 5, 1992 - December 1, 1992

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

July 31, 1992 - November 19, 1992

REICH & CO., INC.

BD
CRD#: 19611
Past

September 19, 1989 - July 10, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

July 21, 1988 - September 25, 1989

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

April 25, 1988 - August 8, 1988

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397

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
Series 63
Date: 5/2/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


B&
BENJAMIN & JEROLD BROKERAGE I, LLC
ALTERNATIVE INVESTMENT STORE | OPAL CAPITAL GROUP | MCCAULEY GROUP | GLOBAL SHARES EXECUTION SERVICES | GGK GROUP | DA GAMA PARTNERS | D.E. MACGOWN & CO | CURATED CAPITAL GROUP | BENJAMIN & JEROLD BROKERAGE, INC. | BENJAMIN & JEROLD BROKERAGE I, LLC

CRD#: 29110 / SEC#: , 8-44133

BD
Terminated by SEC on 04/13/2019
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 02/01/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DOLAN, TERENCE JR.CEO, CCO, AML, OWNER2352516

Disclosures


Regulatory Event6
Arbitration3

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


BENJAMIN & JEROLD BROKERAGE I, LLC

CRD#: 29110

TRUST BUT VERIFY

Monitor Peter Salvato

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics