Peter Staub Van Nort
Professional Summary
Peter Staub Van Nort, who also goes by Pete Vannort, Peter Staub Vannort, is a registered financial advisor currently at CREST CAP ADVISORS, INC located in Atlanta, Georgia and MENSURA SECURITIES, LLC located in Atlanta, Georgia. Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Peter has worked at 2 firms and has passed the Series 65, Series 63, Series 62, Series 79TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Pete Vannort, Peter Staub Vannort
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CREST CAP ADVISORS, INC
Contact Information
Main Address
3060 Peachtree Road Nw Suite 1600, Atlanta, GA 30305Phone Number
(404) 873-7947# of Employees
2Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/26/2010)
(11/6/2020)
(4/9/2012)
(2/4/2010)
(12/14/2018)
(10/31/2011)
(6/8/2021)
(2/7/2023)
(1/27/2023)
(9/29/2020)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Staub Van Nort's CRS (Customer Relationship Summary).
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