Peter A. Lusk

ACANTO

Pound Ridge, NY

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CRD#: 2760520

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, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Anthony Lusk Jr

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Anthony Lusk JR.'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

November 16, 2022 - Present

ACANTO, LLC

RIA

CRD#: 289330

Pound Ridge, NY

Current

January 3, 2024 - Present

WEILD & CO.

Office #1: 230 Park Avenue 3rd And 4th Floors, New York, NY 10169

CRD#: 45097

NEW YORK, NY

Past

September 16, 1996 - June 9, 1997

INSIGHT SECURITIES, INC.

CRD#: 5611

HIGHLAND PARK, IL

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.

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

IAR

Florida
(7/27/2023)

Florida
(1/4/2024)

IAR

New York
(11/16/2022)

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

State Security Law Exam

Series 63

FINRA

Current Firm

ACANTO, LLC

CRD#: 289330 / SEC#:

Florida

Registered Investment Advisory firm - (7/27/2023 Approved)

New York

Registered Investment Advisory firm - (8/2/2018 Approved)

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Contact information

Main Address

Pound Ridge, NY

Mailing Address

Phone number

(914) 714-0735

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	30
AUM (Assets Under Management)	$ 8,409,969

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. Lusk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WEILD & CO.

GREAT POINT CAPITAL LLC

DINOSAUR FINANCIAL GROUP, L.L.C

TRIPOINT GLOBAL EQUITIES/BANQ(R)

BENDIGO SECURITIES, LLC

NEWOAK CAPITAL MARKETS LLC

PHD CAPITAL

ROCKWELL GLOBAL CAPITAL LLC

VISION BROKERAGE SERVICES, LLC

EQUUS FINANCIAL CONSULTING LLC

TERRANOVA CAPITAL EQUITIES, INC

INSIGHT SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/8/2024

Series 65

Date: 6/14/2017

Series 7TO

Date: 1/3/2024

SIE

Date: 10/1/2018

Series 3

Date: 5/26/2009

Series 7

Date: 9/13/2006

FINRA

Current Firm

ACANTO, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACANTO, LLC

TRUST BUT VERIFY

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