Peter A. Delgado

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CRD#: 2216105

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 A Delgado II, who also goes by . ., Peter A Delgado, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1992. Peter had worked at 6 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

. . | Peter A Delgado

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

June 22, 2018 - January 7, 2019

GLOBAL VALUE INVESTMENT CORPORATION

RIA

CRD#: 144260

MEQUON, WI

Past

July 10, 2006 - April 27, 2018

THRESHOLD CAPITAL CORP.

RIA

CRD#: 140437

GLEN RIDGE, NJ

Past

November 15, 2001 - June 25, 2003

WORLDCO, L.L.C.

CRD#: 24673

NEW YORK, NY

Past

March 21, 2000 - September 21, 2000

VIPO SECURITIES

CRD#: 6285

LONG BEACH, CA

Past

July 12, 1999 - March 27, 2000

WORLDCO, L.L.C.

CRD#: 24673

NEW YORK, NY

Past

July 28, 1997 - June 18, 1998

WATERMARK SECURITIES, INC.

CRD#: 28683

NEW YORK, NY

Past

March 5, 1992 - August 29, 1997

BRAHMAN SECURITIES, INC.

CRD#: 21648

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GLOBAL VALUE INVESTMENT CORPORATION

CRD#: 144260 / SEC#: 801-121076

RIA

Registered Investment Advisory firm - (4/30/2021 Approved)

California

Registered Investment Advisory firm - (6/12/2021 Terminated)

Florida

Registered Investment Advisory firm - (5/13/2021 Terminated)

Illinois

Registered Investment Advisory firm - (5/13/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/13/2021 Terminated)

New York

Registered Investment Advisory firm - (5/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/13/2021 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 7/23/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/3/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/1996

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 10/31/1995

Registered Options Principal Examination

Current Firm

GLOBAL VALUE INVESTMENT CORPORATION

CRD#: 144260 / SEC#: 801-121076

RIA

Registered Investment Advisory firm - (4/30/2021 Approved)

California

Registered Investment Advisory firm - (6/12/2021 Terminated)

Florida

Registered Investment Advisory firm - (5/13/2021 Terminated)

Illinois

Registered Investment Advisory firm - (5/13/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/13/2021 Terminated)

New York

Registered Investment Advisory firm - (5/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/13/2021 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/13/2021 Terminated)

PREMIUM

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Contact information

Main Address

1433 N Water Street Suite 400, Milwaukee, WI 53202

Mailing Address

Phone number

(262) 478-0640

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL VALUE INVESTMENT CORPORATION WRAP FEE BROCHURE 03 26 25 (3/26/2025)

GLOBAL VALUE ADV PART 2A 03 26 25 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	515
AUM (Assets Under Management)	$ 194,279,852

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2025	Cover Page	Report
12/20/2024	Cover Page	Report
11/01/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Peter A. Delgado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GLOBAL VALUE INVESTMENT CORPORATION

THRESHOLD CAPITAL CORP.

WORLDCO, L.L.C.

VIPO SECURITIES

WORLDCO, L.L.C.

WATERMARK SECURITIES, INC.

BRAHMAN SECURITIES, INC.

Primary Firm SEC Registration

GLOBAL VALUE INVESTMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2006

Series 63

Date: 6/4/1993

Series 55

Date: 7/23/1999

Series 7

Date: 3/3/1992

Series 24

Date: 12/18/1996

Series 4

Date: 10/31/1995

Current Firm

GLOBAL VALUE INVESTMENT CORPORATION

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GLOBAL VALUE INVESTMENT CORPORATION

TRUST BUT VERIFY

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