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Peter Anthony Lusk Jr.

ACANTO
POUND RIDGE, NY
·CRD# 2760520·21 years experience

Professional Summary

Peter Anthony Lusk JR., who also goes by Peter Anthony Lusk Jr, is a registered financial advisor currently at ACANTO, LLC located in Pound Ridge, New York and WEILD & CO. located in New York, New York. Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Peter has worked at 13 firms and has passed the Series 63, Series 65, Series 7TO, SIE,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Peter Anthony Lusk Jr

Blog Corner

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Videos & Posts

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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

21 years in the financial services industry

Current & Past Employments

ACANTO, LLC·CRD# 289330
RIA
Pound Ridge, NY
November 16, 2022 - Present
WEILD & CO.·CRD# 132398
BD
230 Park Avenue 3rd And 4th Floors, New York, NY 10169
January 3, 2024 - Present
GREAT POINT CAPITAL LLC·CRD# 114203
BD
Chicago, IL
January 27, 2017 - December 31, 2020
DINOSAUR FINANCIAL GROUP, L.L.C·CRD# 104446
BD
New York, NY
October 23, 2014 - February 5, 2015
TRIPOINT GLOBAL EQUITIES/BANQ(R)·CRD# 143174
BD
New York, NY
August 16, 2013 - October 20, 2014
BENDIGO SECURITIES, LLC·CRD# 152529
BD
New York, NY
April 4, 2013 - August 15, 2013
NEWOAK CAPITAL MARKETS LLC·CRD# 104063
BD
New York, NY
March 28, 2012 - October 19, 2012
PHD CAPITAL·CRD# 38785
BD
New York, NY
December 22, 2011 - March 15, 2012
ROCKWELL GLOBAL CAPITAL LLC·CRD# 142485
BD
New York, NY
August 26, 2009 - December 24, 2009
VISION BROKERAGE SERVICES, LLC·CRD# 47927
BD
New York, NY
June 30, 2009 - August 25, 2009
EQUUS FINANCIAL CONSULTING LLC·CRD# 131449
BD
New Canaan, CT
October 2, 2007 - October 17, 2008
TERRANOVA CAPITAL EQUITIES, INC·CRD# 45097
BD
New York, NY
September 14, 2006 - October 10, 2007
INSIGHT SECURITIES, INC.·CRD# 5611
BD
Highland Park, IL
September 16, 1996 - June 9, 1997

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Current Firm

AL
ACANTO, LLC

ACANTO, LLC

CRD#: 289330
Florida
Registered Investment Advisory firm - Florida (7/27/2023 Approved)
New York
Registered Investment Advisory firm - New York (8/2/2018 Approved)

Contact Information

Main Address

Pound Ridge, NY

Phone Number

(914) 714-0735

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

23

AUM (Assets Under Management)

$9,128,600

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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.

3/2021; ProCapital Consulting LLC, Jacksonville Beach, FL; Sole Proprietor; 10 hours/week; Business development consulting for start ups and operating companies; Not investment related. 4/2017; Acanto, LLC, Jacksonville Beach, FL; Sole Proprietor; 20 hours/week; NY and FL Registered Investment Advisory firm with custody relationships with SCHWAB and IBKR. <$20mm AUM 17 HNW clients. I am the Sole Principal and Have one independent REP whois in NY. I use systematic methods to select ETFs and US Large Cap stocks with a focus on avoiding drawdown. We USe ETFs and active management to reach our clients goals ; Investment related. 5/2024; Weild & Co., Inc.; New York, NY; Independent Contractor; Approximately 15 hours/month; Primarily focused on the consulting, appraisal, valuation and placement of carbon offsets to both issuers of carbon credits and purchasers of carbon credits; Not investment related. Peter Lusk is the Registered Representative at Weild & Co.; Is the business investment related: Yes; Location of the business: 230 Park Avenue, 3rd & 4th Floors New York NY 10169; Description of the business: A Broker Dealer. Weild & Co. is the first major bracket decentralized investment bank, bringing together banking and financial professionals from any location; Position Title: Registered Representative; Responsibilities Duties: Registered Representative; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 8; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 5.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Florida
(7/27/2023)
RR
Florida
(1/4/2024)
IAR
New York
(11/16/2022)
RR
New York
(2/8/2024)

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 63 — Uniform Securities Agent State Law Examination

Passed Feb 2024About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2017About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed May 2009About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Sep 2006About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Peter Anthony Lusk JR.'s CRS (Customer Relationship Summary).

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