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PW

Per-arne Weiner

CAPSTONE PARTNERS
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 1874779
PW

Professional summary

Per-arne Weiner, who also goes by P.a Weiner, Per Arne Weiner, is a registered financial professional currently at CAPSTONE PARTNERS located in Boston, Massachusetts.

Per-arne is registered as a RR (Registered Representative) and started their career in finance in 1996. Per-arne has worked at 10 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 62 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

P.a Weiner | Per Arne Weiner

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) - BD

Click below to view Per-arne Weiner's 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

January 9, 2026 - Present

CAPSTONE PARTNERS

Office #1: 10 Post Office Square Suite 800n, Boston, MA 02109
BD
CRD#: 132185
BOSTON, MA
Past

November 14, 2023 - January 14, 2026

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Franklin, TN
Past

June 15, 2017 - August 10, 2023

TRUIST SECURITIES, INC.

BD
CRD#: 6271
NASHVILLE, TN
Past

May 2, 2016 - May 31, 2017

SIGNAL HILL CAPITAL GROUP LLC

BD
CRD#: 122782
NEW YORK, NY
Past

March 7, 2011 - September 23, 2015

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 4, 2010 - February 18, 2011

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

June 19, 2008 - January 7, 2010

GLEACHER PARTNERS LLC

BD
CRD#: 47342
NEW YORK, NY
Past

June 14, 1999 - February 20, 2008

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - June 14, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

March 29, 1996 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(1/9/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/3/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/17/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 11/29/1995
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/17/2008
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CAPSTONE PARTNERS
CAPSTONE CAPITAL MARKETS LLC | CAPSTONE PARTNERS | CAPSTONE HEADWATERS

CRD#: 132185 / SEC#: , 8-66572

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

Main Address
10 Post Office Square Suite 800n, Boston, MA 02109
Mailing Address
10 Post Office Square Suite 800n, Boston, MA 02109
Phone number
(617) 619-3300
Established
Delaware since 04/08/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (18 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CAPSTONE CORPORATE FINANCE LLCDIRECT OWNER
BEEKMAN, TODD ANDREWDIRECTOR6291198
CASPER, MARK VERNON JR.CHIEF FINANCIAL OFFICER6682711
FERRARA, JOHN MARIO IIPRESIDENT2097226
JANSON, PAUL EDWARDDIRECTOR4992234
KLEINMAN, SCOTT DAVIDDIRECTOR2357636
MILCETICH, MATTHEW LOUISEXECUTIVE MANAGING DIRECTOR6419334
SZWAGULAK, JOHNCHIEF COMPLIANCE OFFICER4033023
VALDIVIA, SERENAAML OFFICER7790899

Disclosures

Regulatory Event1

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

CAPSTONE PARTNERS

CRD#: 132185Boston, MA 02109

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