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PV

Peter S. Van Nort

CREST CAP ADVISORS,
Atlanta, GA 30305
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CRD#: 2025103
PV

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, Series 99TO, SIE, Series 7, Series 14, Series 24 and Series 27 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Pete Vannort | Peter Staub Vannort

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) - RIA


Click below to view Peter Staub Van Nort'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

December 14, 2018 - Present

CREST CAP ADVISORS, INC

Office #1: 3060 Peachtree Road Nw Suite 1600, Atlanta, GA 30305
RIA
CRD#: 299551
Atlanta, GA
Current

December 23, 2009 - Present

MENSURA SECURITIES, LLC

Office #1: 3060 Peachtree Road Nw Suite 1600, Atlanta, GA 30305
BD
CRD#: 150064
Atlanta, GA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
Alabama
(2/26/2010)
RR
Arkansas
(11/6/2020)
RR
Florida
(4/9/2012)
RR
Georgia
(2/4/2010)
IAR
Georgia
(12/14/2018)
RR
Louisiana
(10/31/2011)
RR
New Jersey
(6/8/2021)
RR
New Mexico
(2/7/2023)
RR
Rhode Island
(1/27/2023)
RR
Virginia
(9/29/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/4/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CREST CAP ADVISORS, INC
CREST CAP ADVISORS, INC

CRD#: 299551 / SEC#:

Georgia
Registered Investment Advisory firm - (12/14/2018 Approved)
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Contact information


Main Address
3060 Peachtree Road Nw Suite 1600, Atlanta, GA 30305
Mailing Address
Phone number
(404) 873-7947
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

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


CREST CAP ADVISORS, INC

CRD#: 299551Atlanta, GA 30305

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