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

Peter W. Bailey

BLAYLOCK VAN
New York, NY 10022
Some features on this profile are disabled
CRD#: 1880243
PB

Professional summary


Peter William Bailey, who also goes by Peter William Bailey, is a registered financial professional currently at BLAYLOCK VAN, LLC located in New York, New York.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1988. Peter has worked at 14 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter William Bailey

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 Peter William Bailey'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

February 20, 2025 - Present

BLAYLOCK VAN, LLC

Office #1: 600 Lexington Avenue 3rd Floor, New York, NY 10022
BD
CRD#: 145317
New York, NY
Past

January 3, 2023 - May 15, 2024

HILLTOP SECURITIES INC.

BD
CRD#: 6220
New York, NY
Past

January 28, 2022 - January 23, 2023

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

August 13, 2021 - January 26, 2022

R.W.PRESSPRICH & CO.

BD
CRD#: 26460
NEW YORK, NY
Past

October 7, 2020 - August 31, 2021

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
NEW YORK, NY
Past

January 2, 2020 - October 22, 2020

R.W.PRESSPRICH & CO.

BD
CRD#: 26460
NEW YORK, NY
Past

August 24, 2018 - December 26, 2019

OPPENHEIMER & CO. INC.

BD
CRD#: 249
STAMFORD, CT
Past

August 23, 2012 - July 31, 2018

SUSQUEHANNA FINANCIAL GROUP, LLLP

BD
CRD#: 35865
NEW YORK, NY
Past

September 28, 2009 - June 29, 2012

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

May 5, 2009 - September 25, 2009

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

February 13, 2008 - May 6, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 26, 2005 - June 13, 2006

NATIONAL BANK OF CANADA FINANCIAL INC.

BD
CRD#: 22698
MEW YORK, NY
Past

June 28, 2004 - April 26, 2005

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

July 3, 2002 - June 15, 2004

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

March 6, 2001 - June 26, 2002

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

February 26, 1999 - February 28, 2001

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

September 20, 1988 - June 26, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
New York
(2/20/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 11/4/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BV
BLAYLOCK VAN, LLC
BLAYLOCK BEAL VAN, LLC | BLAYLOCK VAN, LLC | BLAYLOCK ROBERT VAN, LLC

CRD#: 145317 / SEC#: 801-69136, 8-67721

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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
600 Lexington Avenue 10th Floor, Oakland, CA 94612
Mailing Address
600 Lexington Avenue 3rd Floor, New York, NY 10022
Phone number
(212) 715-6600
Established
California since 03/26/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ROBERT VAN SECURITIES, INCSOLE VOTING MEMBER
BLAYLOCK & COMPANY, INCNON-VOTING MEMBER
CIULLA, ALEXANDER JOHNFINOP, CFO, PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER2635660
HOUGH, JERVIS BENNETTBD CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER4291302
KALISPEL TRIBAL ECONOMIC AUTHORITYNON-VOTING MEMBER
SEAPORT GLOBAL SECURITIES LLCSHAREHOLDER116270
STANDIFER, ERIC VANMANAGER; CEO; GSP; MSP1025776

Disclosures


Regulatory Event2

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


BLAYLOCK VAN, LLC

CRD#: 145317New York, NY 10022

TRUST BUT VERIFY

Monitor Peter Bailey

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

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
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