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Peter J. Mccarthy

SALIENT CAPITAL L.P.
Houston, TX 77024
Some features on this profile are disabled
CRD#: 4506413
PM

Professional summary


Peter James Mccarthy, who also goes by Peter Mccarthy, is a registered financial professional currently at SALIENT CAPITAL L.P. located in Houston, Texas.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2002. Peter has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Mccarthy

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 Peter James Mccarthy's CRS (Customer Relationship Summary).
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

September 28, 2023 - Present

SALIENT CAPITAL L.P.

Office #1: 10000 Memorial Drive Suite 650, Houston, TX 77024
BD
CRD#: 147912
Houston, TX
Past

March 24, 2022 - August 3, 2023

EASTERLY SECURITIES LLC

BD
CRD#: 281103
BEVERLY, MA
Past

August 15, 2019 - February 15, 2022

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

September 16, 2010 - December 12, 2018

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

May 30, 2007 - September 20, 2010

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

March 25, 2002 - May 24, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


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

RR
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

RR
Alabama
(9/28/2023)
RR
Connecticut
(9/28/2023)
RR
Delaware
(9/28/2023)
RR
District of Columbia
(9/28/2023)
RR
Florida
(9/28/2023)
RR
Georgia
(9/28/2023)
RR
Illinois
(9/28/2023)
RR
Indiana
(9/28/2023)
RR
Kentucky
(9/28/2023)
RR
Louisiana
(9/28/2023)
RR
Maine
(9/28/2023)
RR
Maryland
(9/28/2023)
RR
Massachusetts
(9/28/2023)
RR
Michigan
(9/28/2023)
RR
Minnesota
(9/28/2023)
RR
Mississippi
(9/28/2023)
RR
New Hampshire
(9/28/2023)
RR
New Jersey
(9/28/2023)
RR
New York
(9/28/2023)
RR
North Carolina
(9/28/2023)
RR
Ohio
(10/2/2023)
RR
Pennsylvania
(9/28/2023)
RR
Rhode Island
(9/28/2023)
RR
Tennessee
(9/28/2023)
RR
Virginia
(9/28/2023)
RR
West Virginia
(9/28/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 9/24/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SC
SALIENT CAPITAL L.P.
SALIENT CAPITAL L.P.

CRD#: 147912 / SEC#: , 8-67938

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


Main Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Mailing Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Phone number
(346) 348-0922
Established
Texas since 04/03/2002
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WESTWOOD HOLDINGS GROUP, INC.LIMITED PARTNERS
LANG, LAURACHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER / FINOP2249418
REID, GREGORY ALLENPRESIDENT2176683
SCHLAG, JAMIE LEECHIEF COMPLIANCE OFFICER6114352
WHG GP HOLDCO, LLCGENERAL PARTNER

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


SALIENT CAPITAL L.P.

CRD#: 147912Houston, TX 77024

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