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PW

Peter A. Weinbach

BENTLEY SECURITIES
New York, NY 10022
Some features on this profile are disabled
CRD#: 2909635
PW

Professional summary


Peter Adam Weinbach, who also goes by Peter A Weinbach, is a registered financial professional currently at BENTLEY SECURITIES CORPORATION located in New York, New York.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1997. Peter has worked at 6 firms and has passed the Series 63, SIE, Series 82 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter A Weinbach

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.

Blog Corner


CRS (Client Relationship Summary)


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

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

February 14, 2018 - Present

BENTLEY SECURITIES CORPORATION

Office #1: 437 Madison Avenue 24th Floor, New York, NY 10022
CRD#: 25759
New York, NY
Past

January 2, 2009 - December 31, 2009

YANKEE HILL CAPITAL MANAGEMENT,LLC

RIA
CRD#: 126839
SOUTHPORT, CT
Past

February 20, 2007 - December 31, 2008

YANKEE HILL CAPITAL MANAGEMENT,LLC

RIA
CRD#: 126839
SOUTHPORT, CT
Past

January 1, 2006 - December 31, 2006

YANKEE HILL CAPITAL MANAGEMENT,LLC

RIA
CRD#: 126839
SOUTHPORT, CT
Past

May 27, 2003 - December 31, 2005

YANKEE HILL CAPITAL MANAGEMENT,LLC

RIA
CRD#: 126839
SOUTHPORT, CT
Past

November 2, 1998 - January 20, 2000

PINEBRIDGE SECURITIES LLC

BD
CRD#: 5967
NEW YORK, NY
Past

March 12, 1998 - August 19, 1998

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

November 29, 1997 - February 18, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 27, 1997 - February 18, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/2/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BENTLEY SECURITIES CORPORATION
BENTLEY SECURITIES CORPORATION | CHARTERHOUSE MEDIA GROUP SECURITIES, INC.

CRD#: 25759 / SEC#: , 8-41879

BD
Terminated by SEC on 12/09/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/28/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CROMWELL, OLIVER DEANPRESIDENT AND CHIEF COMPLIANCE OFFICER838160

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.

Company Information


BENTLEY SECURITIES CORPORATION

CRD#: 25759New York, NY 10022

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