Peter S. Cahall

CAPACUITY LLC

Lake Mary, FL 32746

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CRD#: 37990

Professional summary

Peter Scott Cahall, who also goes by Peter Cahall, is a registered financial advisor currently at CAPACUITY LLC located in Lake Mary, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Peter has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Cahall

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.

QUANTUM GROUP; COMMERCIAL PRINTING; 6511 OAKTON STREET, MORTON GROVE, IL; STARTED JULY 1997; CHAIRMAN OF THE BOARD; NO CLIENT INVOLVEMENT; NON-INVESTMENT RELATED BUSINESS; LEADERSHIP AND OVERSIGHT; CURRENTLY UNPAID.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Scott Cahall'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

August 10, 2018 - Present

CAPACUITY LLC

Office #1: 300 International Parkway Suite 350, Lake Mary, FL 32746

RIA

CRD#: 297679

Lake Mary, FL

Past

February 19, 2018 - August 28, 2018

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

Heathrow, FL

Past

January 25, 2018 - August 28, 2018

VALMARK SECURITIES, INC.

CRD#: 31243

Heathrow, FL

Past

August 23, 2004 - March 29, 2016

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

HEATHROW, FL

Past

December 5, 2002 - March 29, 2016

NEWPORT GROUP SECURITIES, INC.

RIA

CRD#: 29722

HEATHROW, FL

Past

August 27, 1986 - June 12, 1989

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

February 22, 1974 - August 2, 1984

CINCINNATI ANALYSTS, INC.

CRD#: 5478

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPACUITY LLC

CAPACUITY LLC | CAVALLINO FINANCIAL LLC

CRD#: 297679 / SEC#: 801-113636

RIA

Registered Investment Advisory firm - (7/19/2018 Approved)

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

Florida
(8/10/2018)

IAR

Texas
(8/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/18/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/29/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/10/2004

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 1

Date: 2/15/1974

Registered Representative Examination

Current Firm

CAPACUITY LLC

CAPACUITY LLC | CAVALLINO FINANCIAL LLC

CRD#: 297679 / SEC#: 801-113636

RIA

Registered Investment Advisory firm - (7/19/2018 Approved)

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Contact information

Main Address

300 International Parkway Suite 350, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 949-6889

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A - 03.31.2025 (3/31/2025)

PART 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 10,601,699,879

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/19/2024	Cover Page	Report
12/26/2023	Cover Page	Report
09/27/2022	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Peter S. Cahall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Scott Cahall's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

JOHN HANCOCK DISTRIBUTORS LLC

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

CAPACUITY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2002

Series 63

Date: 4/29/1992

SIE

Date: 8/28/2018

Series 6

Date: 6/10/2004

Series 1

Date: 2/15/1974

Current Firm

CAPACUITY LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPACUITY LLC

TRUST BUT VERIFY

Contact information

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