Peter M. Simons
Professional summary
Peter Michael Simons, who also goes by Peter M Simons, is a registered financial professional currently at FORTRESS WEALTH SOLUTIONS LLC located in New York, New York.
Peter is registered as a RR (Registered Representative) and started their career in finance in 1999. Peter has worked at 3 firms and has passed the Series 63, Series 7, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Peter Michael Simons's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2025 - Present
FORTRESS WEALTH SOLUTIONS LLC
Office #1: 1345 Avenue Of The Americas 45th Floor, New York, NY, 10105March 3, 2004 - October 28, 2005
SANFORD C. BERNSTEIN & CO., LLC
December 7, 1999 - February 19, 2004
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
FORTRESS WEALTH SOLUTIONS LLC
CRD#: 324594 / SEC#: , 8-71159
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORTRESS OPERATING ENTITY I L.P. | SOLE MANAGING MEMBER | |
| BASS, DANIEL NEAL | MANAGER (NON-MANAGEMENT), BOARD OF MANAGERS | 4747757 |
| BOBKER, ADAM JASON | CO-CHIEF EXECUTIVE OFFICER | 4525099 |
| BROOKS, DAVID NICHOLS | MANAGER (NON-MANAGEMENT), BOARD OF MANAGERS | 5314938 |
| FISHMAN, ROBERT ADAM | CHIEF COMPLIANCE OFFICER | 7093592 |
| RIORDAN, TIFFANY | FINOP, PFO, POO, CFO | 6313437 |
| WILSON, NILS | CO-CHIEF EXECUTIVE OFFICER | 2566066 |
Red Flags
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