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PW

Peter A. Wright

PARTNERCAP SECURITIES
Bluffton, SC 29910
Some features on this profile are disabled
CRD#: 3088821
PW

Professional summary


Peter Anthony Wright, who also goes by Peter Anthony Wright Mr., Peter Wright, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Anthony Wright Mr. | Peter Wright

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) - BD


Click below to view Peter Anthony Wright's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 16, 2020 - Present

PARTNERCAP SECURITIES, LLC

Office #1: 43 Station Loop, Bluffton, SC 29910
BD
CRD#: 107130
Bluffton, SC
Past

June 9, 2014 - September 11, 2015

CANTOR FITZGERALD & CO.

BD
CRD#: 134
BOSTON, MA
Past

March 15, 2012 - July 8, 2013

ICAPITAL MARKETS LLC

BD
CRD#: 118219
NEEDHAM, MA
Past

January 25, 2010 - April 20, 2011

TRADITION SECURITIES AND DERIVATIVES LLC

BD
CRD#: 28269
BOSTON, MA
Past

March 7, 2001 - August 18, 2005

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

October 17, 2000 - December 21, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 30, 1998 - November 30, 1998

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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
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


State Security Law Exam
RR
Series 63
Date: 7/15/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (11 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Event1

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


PARTNERCAP SECURITIES, LLC

CRD#: 107130Bluffton, SC 29910

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