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

Peter Cherasia

Some features on this profile are disabled
CRD#: 2101551
PC

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 Cherasia, who also goes by Peter David Cherasia, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1990. Peter had worked at 3 firms and has passed the Series 63, SIE, Series 16, Series 7, Series 3, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter David Cherasia

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

February 26, 2015 - August 24, 2021

TRADE INFORMATICS LLC

BD
CRD#: 143867
NEW YORK, NY
Past

January 7, 2009 - March 14, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

September 3, 2003 - March 14, 2013

J.P. MORGAN CLEARING CORP.

BD
CRD#: 28432
NEW YORK, NY
Past

October 4, 1990 - December 31, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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: 2/21/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 6/24/1992
NYSE Supervisory Analyst Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/12/1991
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/18/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


TI
TRADE INFORMATICS LLC
S.J. LEVINSON & SONS LLC | TRADE INFORMATICS LLC

CRD#: 143867 / SEC#: , 8-67613

BD
Terminated by SEC on 10/23/2021
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
New York since 11/21/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRADE INFORMATICS, INC. (FORMERLY PLIA SYSTEMS, INC.)SOLE MEMBER
CELEBUSKI, MATTHEW JOHNCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER1869106
MOORE, ERIC DOUGLASCFO/FINOP/COO2199329

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


TRADE INFORMATICS LLC

CRD#: 143867

TRUST BUT VERIFY

Monitor Peter Cherasia

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