Peter F. Marcus

WORLD STEEL DYNAMICS

ENGLEWOOD CLIFFS, NJ 07632

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CRD#: 319638

Professional summary

Peter Ferris Marcus is a registered financial advisor currently at WORLD STEEL DYNAMICS located in Englewood Cliffs, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1961. Peter has worked at 4 firms and has passed the Series 63, Series 1 and Series 40 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) - RIA

Click below to view Peter Ferris Marcus'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®

None

Experience

Current

December 11, 2003 - Present

WORLD STEEL DYNAMICS

Office #1: 456 Sylvan Avenue, Englewood Cliffs, NJ 07632

RIA

CRD#: 128917

ENGLEWOOD CLIFFS, NJ

Past

June 1, 1984 - April 1, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 10, 1971 - June 4, 1984

UBS ASSET MANAGEMENT (US) INC.

CRD#: 583

Past

September 11, 1961 - November 14, 1971

L. F. ROTHSCHILD & CO. INCORPORATED

CRD#: 501

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

New Jersey
(12/11/2003)

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Exams

State Security Law Exam

Series 63

Date: 6/18/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 9/11/1961

Registered Representative Examination

Principal/Supervisory Exam

Series 40

Date: 3/2/1972

Registered Principal Examination

Current Firm

WORLD STEEL DYNAMICS

WORLD STEEL DYNAMICS | WORLD STEEL DYNAMICS INC

CRD#: 128917 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/25/1999 Approved)

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Contact information

Main Address

456 Sylvan Avenue, Englewood Cliffs, NJ 07632-2728

Mailing Address

Phone number

(201) 503-0900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter F. Marcus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Ferris Marcus's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD STEEL DYNAMICS

UBS FINANCIAL SERVICES INC.

UBS ASSET MANAGEMENT (US) INC.

L. F. ROTHSCHILD & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 6/18/1998

Series 1

Date: 9/11/1961

Series 40

Date: 3/2/1972

Current Firm

WORLD STEEL DYNAMICS

Contact information

Documents

Red Flags

Company Information

WORLD STEEL DYNAMICS

TRUST BUT VERIFY

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