Peter Thomas Martenson
Professional Summary
Peter Thomas Martenson, who also goes by Peter Thomas VIcsik, is a registered financial advisor currently at TRIPLE A PARTNERS LLC located in Venice, California. Peter is registered as a RR (Registered Representative) and started their career in finance in 2006. Peter has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Peter Thomas Vicsik
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Years of Experience
20 years in the financial services industry
Current & Past Employments
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Current Firm
ARIMA ADVISORS LLC | TRIPLE A PARTNERS LLC
Contact Information
Main Address
2916 1/2 Grand Canal, Venice, CA 90291Mailing Address
2916 1/2 Grand Canal, Venice, CA 90291Phone Number
(310) 773-8127Established
Delaware since 06/29/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
(6/7/2024)
(6/17/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2020About the Series 79TO examSRO Registrations
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - BD
Click below to view Peter Thomas Martenson's CRS (Customer Relationship Summary).
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
