David A. Piscatelli

ZEUS FINANCIAL

BOCA RATON, FL 33431

Some features on this profile are disabled

CRD#: 4027320

Professional summary

David Anthony Piscatelli is a registered financial professional currently at ZEUS FINANCIAL, LLC located in Boca Raton, Florida.

David is registered as a RR (Registered Representative) and started their career in finance in 2000. David has worked at 5 firms and has passed the Series 63, Series 79TO, Series 7TO, Series 3, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view David Anthony Piscatelli'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

May 25, 2021 - Present

ZEUS FINANCIAL, LLC

Office #1: 4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

CRD#: 18192

BOCA RATON, FL

Past

August 31, 2012 - January 10, 2014

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK, NY

Past

April 19, 2010 - May 19, 2011

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

November 20, 2006 - March 31, 2010

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

March 31, 2000 - March 25, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Florida
(5/26/2021)

Exams

State Security Law Exam

Series 63

Date: 9/26/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/29/2025

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7TO

Date: 5/4/2021

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 2/10/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/30/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/22/2024

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 1/31/2002

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

ZEUS FINANCIAL, LLC

CRD#: 18192 / SEC#: , 8-36214

Broker-Dealer Firm Regulated by FINRA (Florida district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Mailing Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Phone number

(561) 708-0700

Established

Florida since 03/17/1986

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (30 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BUTKEVITS, LETICIA VERA	MEMBER	6717105
ORCHID BAY FINANCIAL HOLDINGS, LLC	MEMBER
ACHILLE, RALPH	CCO	5875142
BUTKEVITS, VINCENT WILLIAM III	CEO	1818987
KUMAR, PARDEEP	MANAGING DIRECTOR	5214503
PISCATELLI, DAVID ANTHONY	COO	4027320
SHUMBERG, IVANA MARCELLA	FINOP/PFO	3167225
TROUSDALE, LAUREN NICOLE	FINOP/POO	5622407

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.

Similar Advisors

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

John Fricker

EQUITABLE ADVISORS, LLC

IAR

Ft. Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David A. Piscatelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Anthony Piscatelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

HSBC SECURITIES (USA) INC.

MORGAN STANLEY & CO. LLC

CREDIT SUISSE SECURITIES (USA) LLC

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/26/2006

Series 79TO

Date: 1/29/2025

Series 7TO

Date: 5/4/2021

Series 3

Date: 2/10/2014

Series 7

Date: 3/30/2000

Series 24

Date: 4/22/2024

Series 4

Date: 1/31/2002

FINRA

Current Firm

ZEUS FINANCIAL, LLC

Contact information

FINRA licenses (30 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ZEUS FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors