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Peter Anthony Wright

PARTNERCAP SECURITIES
BLUFFTON, SC
·CRD# 3088821·28 years experience

Professional Summary

Peter Anthony Wright, who also goes by Peter Anthony Wright Mr., Peter Wright, is a registered financial advisor currently at PARTNERCAP SECURITIES, LLC located in Bluffton, South Carolina. Peter is registered as a RR (Registered Representative) and started their career in finance in 1998. Peter has worked at 7 firms and has passed the Series 63, Series 87, Series 86, Series 7, Series 6 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Peter Anthony Wright Mr., Peter Wright

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

28 years in the financial services industry

Current & Past Employments

PARTNERCAP SECURITIES, LLC·CRD# 107130
BD
43 Station Loop, Bluffton, SC 29910
April 16, 2020 - Present
CANTOR FITZGERALD & CO.·CRD# 134
BD
Boston, MA
June 9, 2014 - September 11, 2015
ICAPITAL MARKETS LLC·CRD# 118219
BD
Needham, MA
March 15, 2012 - July 8, 2013
TRADITION SECURITIES AND DERIVATIVES LLC·CRD# 28269
BD
Boston, MA
January 25, 2010 - April 20, 2011
CIBC WORLD MARKETS CORP.·CRD# 630
BD
New York, NY
March 7, 2001 - August 18, 2005
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
October 17, 2000 - December 21, 2000
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
Edison, NJ
July 30, 1998 - November 30, 1998

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Current Firm

PS
PARTNERCAP SECURITIES, LLC

HILLSBORO CAPITAL, LLC | VAN HEDGE FUND ADVISORS INTERNATIONAL, LLC | VAN HEDGE FUND ADVISORS INTERNATIONAL INC | PARTNERCAP SECURITIES, LLC | PARTNER CAPITAL GROUP, LLC

CRD#: 107130 / SEC#: 8-66997
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

43 Station Loop, Bluffton, SC 29910

Mailing Address

25 Thurmond Way # 2406, Bluffton, SC 29910

Phone Number

(843) 705-1051

Established

Tennessee since 12/12/1996

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (11 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARTNER CAPITAL GROUP, LLCBENEFICIAL OWNER—
VAN, JOHN CHRISTOPHERFINOP, CFO, DIRECTOR2644450
WRIGHT, PETER ANTHONYDIRECTOR, PRESIDENT3088821
COCKE, PHILIP ST. G. VDIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER, AML PRINCIPAL819248
WRIGHT, PETER ANTHONYDIRECTOR OF RESEARCH3088821

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(7/1/2024)
RR
Connecticut
(6/17/2021)
RR
Massachusetts
(8/27/2021)
RR
New York
(6/17/2021)
RR
South Carolina
(8/22/2022)

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 Jul 2020About the Series 63 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Aug 2020About the Series 87 exam

Series 86 — Research Analyst Exam - Part I Analysis Module

Passed Feb 2010About the Series 86 exam

Series 7 — General Securities Representative Examination

Passed Jan 2010About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1998About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Feb 2021About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Peter Anthony Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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