AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PH

Peter S. Halesworth

HENG REN PARTNERS
BOSTON, MA 02108
CRD#: 2954595
Some features on this profile are disabled
PH
Peter Scott HalesworthHENG REN PARTNERS

Professional summary

Peter Scott Halesworth is a registered financial advisor currently at HENG REN PARTNERS located in Boston, Massachusetts.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Peter has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 86, Series 87, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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

May 26, 2026 - Present

HENG REN PARTNERS

Office #1: One Boston Place Suite 2600, Boston, MA 02108
CRD#: 296062
BOSTON, MA
Past

March 18, 2015 - October 21, 2016

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

August 9, 2010 - July 24, 2013

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
BOSTON, MA
Past

April 3, 2006 - August 11, 2010

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
BOSTON, MA
Past

October 18, 2004 - April 28, 2006

DU PASQUIER & CO., INC.

BD
CRD#: 24750
NEW YORK, NY
Past

November 10, 2003 - November 5, 2004

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

March 30, 2000 - September 15, 2003

ODDO BHF NEW YORK CORPORATION

BD
CRD#: 45104
NEW YORK, NY
Past

October 20, 1997 - March 23, 2000

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(5/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/20/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/30/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/21/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 86
Date: 4/1/2005
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 3/31/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 10/6/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/21/2000
General Securities Principal Examination

Current Firm

HR
HENG REN PARTNERS
HENG REN PARTNERS | HENG REN PARTNERS LLC

CRD#: 296062 / SEC#:

Loading...

Contact information

Main Address
One Boston Place Suite 2600, Boston, MA 02108
Mailing Address
Phone number
(917) 439-7369
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
MassachusettsERA - Withdrawn2/10/2026

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

HENG REN PARTNERS

CRD#: 296062Boston, MA 02108

TRUST BUT VERIFY

Monitor Peter Halesworth

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
HS
Heather ScearceAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Burlington, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.