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Gabriel M. Peri

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CRD#: 4310569
GP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gabriel Marino Peri, who also goes by Gabriel Peri, was a registered financial professional .

Gabriel is a previously registered financial professional and started their career in finance in 2001. Gabriel had worked at 5 firms and has passed the Series 45 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gabriel Peri

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 15, 2010 - August 31, 2011

SAGETRADER, LLC

BD
CRD#: 137862
ENGLEWOOD, NJ
Past

January 5, 2010 - August 31, 2011

VTRADER PRO, LLC

BD
CRD#: 131920
SAN FRANCISCO, CA
Past

July 14, 2008 - November 19, 2008

WADDELL & REED

BD
CRD#: 866
CONCORD, CA
Past

May 4, 2005 - November 19, 2007

KECK SECURITIES

BD
CRD#: 31625
SAN FRANCISCO, CA
Past

March 8, 2001 - December 5, 2007

COWEN PRIME SERVICES TRADING LLC

BD
CRD#: 23857
SAN FRANCISCO, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 45
Date: 2/19/2010
PCX Floor Broker Exam

Current Firm


SL
SAGETRADER, LLC
BRIDGE INVESTMENT ADVISORS LLC | VT BROKERS, LLC | SAGETRADER, LLC

CRD#: 137862 / SEC#: , 8-67169

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
282 Grand Avenue Suite #2, Englewood, NJ 07631
Mailing Address
282 Grand Avenue Suite #2, Englewood, NJ 07631
Phone number
(646) 837-0050
Established
Delaware since 09/29/2003
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BOGERT INVESTMENTS LLCSOLE MEMBER
FORSYTHE, MICHAEL FRANCISCEO2772933
PETERS, ROBERT WILLIAMFINOP1704577
STIPANICH, RYAN CHARLESCHIEF COMPLIANCE OFFICER5053220

Disclosures


Regulatory Event16

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


SAGETRADER, LLC

CRD#: 137862

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