Peter M. Blumeyer
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 Muckerman Blumeyer was a registered financial advisor .
Peter is a previously registered financial advisor and started their career in finance in 1969. Peter had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3, PC, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 15, 2005 - October 1, 2014
RAYMOND JAMES & ASSOCIATES, INC.
October 17, 2002 - October 1, 2014
RAYMOND JAMES & ASSOCIATES, INC.
June 12, 1997 - November 6, 2002
ROBERT W. BAIRD & CO. INCORPORATED
January 23, 1994 - June 19, 1997
MORGAN STANLEY DW INC.
April 19, 1993 - January 22, 1994
J.C. BRADFORD & CO.
April 19, 1988 - December 31, 1989
LPL FINANCIAL LLC
June 22, 1984 - March 26, 1988
PRUDENTIAL EQUITY GROUP, LLC
December 2, 1975 - July 18, 1984
THE ROBINSON-HUMPHREY COMPANY, LLC
May 29, 1974 - January 12, 1976
E. F. HUTTON & COMPANY INC
May 17, 1971 - June 8, 1974
MORGAN KEEGAN & COMPANY, LLC
February 3, 1971 - June 3, 1971
REINHOLDT & GARDNER INCORPORATED
April 17, 1969 - February 28, 1971
ROWLAND AND CO
Primary Firm SEC Registration
RAYMOND JAMES & ASSOCIATES, INC.
CRD#: 705 / SEC#: 801-10418, 8-10999
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
PC
Date: 6/20/1977
AMEX Put and Call ExamSeries 1
Date: 4/10/1969
Registered Representative ExaminationCurrent Firm
RAYMOND JAMES & ASSOCIATES, INC.
CRD#: 705 / SEC#: 801-10418, 8-10999
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RAYMOND JAMES FINANCIAL, INC. | HOLDING COMPANY | |
| BARKO, SHAWN JOSEPH | CHIEF COMPLIANCE OFFICER | 2690394 |
| BUNN, JAMES | DIRECTOR | 3130320 |
| CURTIS, SCOTT | DIRECTOR | 1707935 |
| DELEON, ALLYSSA NICOLE | PRINCIPAL FINANCIAL OFFICER / FINOP | 6902665 |
| ELWYN, TASHTEGO SPRING | PRESIDENT - CHIEF EXECUTIVE OFFICER DIRECTOR | 2319098 |
| KONEFAL, RICHARD EUGENE | DIRECTOR | 2431960 |
| MARTIN, PHILIP ROGER | RIA CHIEF COMPLIANCE OFFICER | 2613565 |
| RUST, KEITH G | DIRECTOR, PRINCIPAL OPERATIONS OFFICER | 5915636 |
| SANTELLI, JONATHAN | GENERAL COUNSEL / SECRETARY | 6306997 |
| SICKLING, JAMES PHILIP | DIRECTOR | 1240810 |
Regulatory assets under management
| Total Number of Accounts | 1,143,145 |
| AUM (Assets Under Management) | $ 500,955,604,975 |
Disclosures
| Regulatory Event | 181 |
| Arbitration | 72 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 08/21/2024 | ||
| 09/27/2023 |
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.
