PL
Peter J. Lieberman
SCHNEIDER DOWNS CORPORATE FINANCE, LP
Pittsburgh, PA 15222
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CRD#: 2974730
PL
Professional summary
Peter Justin Lieberman is a registered financial professional currently at SCHNEIDER DOWNS CORPORATE FINANCE, LP located in Pittsburgh, Pennsylvania.
Peter is registered as a RR (Registered Representative) and started their career in finance in 1998. Peter has worked at 2 firms and has passed the Series 63, Series 62, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Peter Justin Lieberman'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®
NoneExperience
Current
March 14, 2006 - Present
SCHNEIDER DOWNS CORPORATE FINANCE, LP
Office #1: One Ppg Place, Suite 1700, Pittsburgh, PA 15222Office #2: One Ppg Place, Suite 1700, Pittsburgh, PA 15222Office #3: 65 E. State Street, Suite 2000, Columbus, OH 43215Office #4: 1660 International Drive, Mclean, VA 22102BD
CRD#: 133841
Pittsburgh, PA
Past
January 14, 1998 - February 9, 2006
PNC CAPITAL MARKETS LLC
BD
CRD#: 15647
PITTSBURGH, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
California(12/14/2012)
RR
Colorado(10/27/2023)
RR
Florida(10/20/2015)
RR
Georgia(11/27/2023)
RR
Illinois(11/5/2019)
RR
Maryland(8/1/2019)
RR
Nevada(9/5/2019)
RR
New Jersey(10/30/2023)
RR
North Carolina(10/17/2023)
RR
Ohio(10/17/2023)
RR
Pennsylvania(3/14/2006)
RR
Texas(1/17/2013)
RR
Utah(10/17/2023)
RR
Virginia(10/30/2023)
RR
West Virginia(10/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SD
SCHNEIDER DOWNS CORPORATE FINANCE, LP
LEWIS & CLARK INVESTMENTS, LP | SCHNEIDER DOWNS CORPORATE FINANCE, LP
CRD#: 133841 / SEC#: , 8-66791
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
Mailing Address
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
Phone number
(412) 261-3644
Established
Pennsylvania since 08/17/2004
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (15 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THOMPSON, STEVEN DOUGLAS | SHAREHOLDER | 4900213 |
| WRIGHT, ERIC MITCHELL | SHAREHOLDER | 4900194 |
| ALLISON, GREGORY LEE | SHAREHOLDER | 7004046 |
| ARMKNECHT, PATRICK BRENNAN | SHAREHOLDER | 6689852 |
| BARBER, STEVEN ALLEN | SHAREHOLDER | 6847145 |
| BARRETT, JEANNE M | SHAREHOLDER | 6263533 |
| BOLES, JULIE ANN MCMILLAN | CHIEF COMPLIANCE OFFICER | 6934896 |
| BROGAN, STACI L | SHAREHOLDER | 6263536 |
| BRUCE, JOSEPH ANDREW | SHAREHOLDER | 6550701 |
| DEFRANK, EUGENE M. | SHAREHOLDER | 4900201 |
| DIPIETRANTONIO, MARK ANTHONY | SHAREHOLDER | 6550604 |
| EICHELBERGER, DEREK JOSEPH | SHAREHOLDER | 4644258 |
| FRIEL, EDWARD RICHARD | SHAREHOLDER | 5103827 |
| GOODE, ADAM JOSHUA | SHAREHOLDER | 7410064 |
| IELASE, TONY PAUL | SHAREHOLDER | 7419488 |
| JAMES, KIMBERLY LYNN | SHAREHOLDER | 7004006 |
| KERNS, PATRICK FRANCIS | SHAREHOLDER | 7004050 |
| LIEBERMAN, PETER JUSTIN | CHIEF EXECUTIVE OFFICER / SHAREHOLDER | 2974730 |
| LOMBARDO, NICHOLAS DAVID | SHAREHOLDER | 7410097 |
| LUMPKIN, JASON MICHAEL | SHAREHOLDER | 6847395 |
| MCELROY, CHRISTOPHER SCOTT | SHAREHOLDER | 7171316 |
| MORALLY, DOUGLAS JOSEPH | SHAREHOLDER | 7171287 |
| MULLEN, SARAH EMILY | CHIEF FINANCIAL OFFICER | 8060430 |
| OGRODNIK, EVAN | SHAREHOLDER | 6375736 |
| PETTKO, THEODORE MARK | SHAREHOLDER | 5726244 |
| PHILLIPS, DANIEL PATTON | SHAREHOLDER | 5452245 |
| PIOT, SARAH RITA | SHAREHOLDER | 7409531 |
| SCHARF, CARL DAVID | SHAREHOLDER | 7003988 |
| SCHINDLER, DARIN G. | SHAREHOLDER | 7352365 |
| SCHNEIDER DOWNS CORPORATE FINANCE, LLC | GENERAL PARTNER | |
| STALEY, JASON ROBERT | SHAREHOLDER | 5408661 |
| STEELE, JUSTIN CHARLES | SHAREHOLDER | 7171291 |
| WARREN, TREVOR PEPKE | SHAREHOLDER | 6847385 |
| WEDDELL, LAUREN ELIZABETH | SHAREHOLDER | 6847376 |
| WERNER, MATTHEW CHARLES | SHAREHOLDER | 7409409 |
| WORTH, STEPHEN RILEY | SHAREHOLDER | 8140320 |
| YARD, JAMES BUOY JR. | SHAREHOLDER | 5245990 |
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.
