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Peter Attila Benyik

CRD# 2843607·Registered 1998 - 2017
Previously Registered: Being a previously registered professional could mean that Peter 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.

Professional Summary

Peter Attila Benyik, who also goes by Peter A Benyik, was a registered financial advisor. Peter was a previously registered financial professional and started their career in finance 1998 - 2017. Peter had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Peter A Benyik

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

28 years in the financial services industry

Current & Past Employments

OLIVETREE FINANCIAL, LLC·CRD# 154026
BD
New York, NY
July 17, 2013 - June 27, 2017
CANTOR FITZGERALD & CO.·CRD# 134
BD
New York, NY
July 15, 2005 - May 8, 2013
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
April 24, 2000 - March 1, 2005
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC·CRD# 332
BD
San Mateo, CA
September 23, 1998 - April 3, 2000
JPMSI·CRD# 15733
BD
New York, NY
March 2, 1998 - September 1, 1998

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Current Firm

OF
OLIVETREE FINANCIAL, LLC

OLIVETREE FINANCIAL, LLC | OLIVETREE USA, LLC

CRD#: 154026 / SEC#: 8-68603
BD
Terminated by SEC on 02/21/2022

Contact Information

Established

Delaware since 12/15/2009

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
OLIVETREE GROUP LIMITEDSHAREHOLDER/ MEMBER—
KUTNER, DARYN MICHAELCEO & CCO5279440
KUTNER, DARYN MICHAELEXECUTIVE CHAIRMAN AND FOUNDER5279440

Disclosures

Regulatory Event

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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 Jun 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1998About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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