Peter Stelian
Professional Summary
Peter Stelian is a registered financial advisor currently at BLUE VISTA CAPITAL, LLC located in Chicago, Illinois. Peter is registered as a RR (Registered Representative) and started their career in finance in 1997. Peter has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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
25 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BLUE VISTA CAPITAL, LLC
Contact Information
Main Address
353 N. Clark St. Suite 730, Chicago, IL 60654-3453Mailing Address
353 N. Clark St. Suite 730, Chicago, IL 60654-3453Phone Number
(312) 578-0033Established
Illinois since 03/14/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
60SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
FINRA licenses (15 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PETER STELIAN REVOCABLE TRUST, DATED MARCH 19, 1998 | OWNER | — |
| ROBERT G. BYRON REVOCABLE TRUST, DATED MARCH 20, 1998 | OWNER | — |
| BYRON, ROBERT GORDON | MANAGING PRINCIPAL | 1360739 |
| STELIAN, PETER | MANAGING PRINCIPAL, CEO AND CCO | — |
Regulatory Assets Under Management
Total Number of Accounts
21AUM (Assets Under Management)
$1,889,498,840Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | Cover Page | Report |
| 12/20/2024 | Cover Page | Report |
| 04/24/2024 | Cover Page | Report |
| 03/11/2024 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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WILLIAM BLAIR
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Primary Firm SEC Registration
BLUE VISTA CAPITAL, LLC
State Registrations and Notice Filings
(7/27/2006)
(10/6/2003)
(7/1/2004)
(6/10/2004)
(5/10/2007)
(7/9/2004)
(6/28/2004)
(7/22/2004)
(8/30/2007)
(3/18/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Peter Stelian's CRS (Customer Relationship Summary).
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