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Peter W. Calabrese

CANAM INVESTOR SERVICES
New York, NY 10005
Some features on this profile are disabled
CRD#: 4590054
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Professional summary

Peter Whitney Calabrese is a registered financial professional currently at CANAM INVESTOR SERVICES, LLC located in New York, New York.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2002. Peter has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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 Peter Whitney Calabrese'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

November 16, 2015 - Present

CANAM INVESTOR SERVICES, LLC

Office #1: 48 Wall Street 24th Floor, New York, NY 10005Office #2: 48 Wall Street 24th Floor, New York, NY 10005
BD
CRD#: 158539
New York, NY
Past

November 6, 2018 - December 31, 2021

CACM

RIA
CRD#: 298587
NEW YORK, NY
Past

January 8, 2015 - November 13, 2015

WBI INVESTMENTS, LLC

RIA
CRD#: 106336
RED BANK, NJ
Past

December 2, 2014 - November 12, 2015

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

April 26, 2013 - October 7, 2014

WALLACHBETH CAPITAL LLC

BD
CRD#: 147853
BOCA RATON, FL
Past

August 23, 2004 - April 24, 2013

LINKBROKERS DERIVATIVES LLC

BD
CRD#: 123000
NEW YORK, NY
Past

September 20, 2002 - June 29, 2004

SRT SECURITIES LLC

BD
CRD#: 33725
BIRMINGHAM, MI

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
Arizona
(11/16/2015)
RR
California
(11/16/2015)
RR
Connecticut
(11/16/2015)
RR
Delaware
(11/16/2015)
RR
District of Columbia
(8/12/2021)
RR
Florida
(11/16/2015)
RR
Georgia
(7/26/2018)
RR
Hawaii
(11/16/2015)
RR
Illinois
(11/16/2015)
RR
Indiana
(11/16/2015)
RR
Kansas
(10/12/2018)
RR
Maine
(10/31/2019)
RR
Maryland
(11/16/2015)
RR
Massachusetts
(11/16/2015)
RR
Michigan
(11/16/2015)
RR
Minnesota
(3/29/2018)
RR
Nevada
(8/22/2019)
RR
New Jersey
(11/16/2015)
RR
New Mexico
(6/15/2018)
RR
New York
(11/16/2015)
RR
North Carolina
(11/16/2015)
RR
North Dakota
(7/22/2019)
RR
Ohio
(5/22/2018)
RR
Oregon
(2/2/2018)
RR
Pennsylvania
(11/16/2015)
RR
South Carolina
(8/26/2019)
RR
Tennessee
(6/11/2018)
RR
Texas
(11/16/2015)
RR
Virginia
(7/20/2018)
RR
Washington
(3/29/2018)
RR
Wisconsin
(4/1/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/6/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 6/21/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 3/8/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/2/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CANAM INVESTOR SERVICES, LLC
CANAM BROKER, LLC | CANAM INVESTOR SERVICES, LLC

CRD#: 158539 / SEC#: , 8-68904

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

Main Address
48 Wall Street 24th Floor, New York, NY 10005
Mailing Address
48 Wall Street 24th Floor, New York, NY 10005
Phone number
(646) 825-8710
Established
Delaware since 06/06/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (31 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#
CANAM BD HOLDINGS, LLCMANAGING MEMBER, OWNER
CALABRESE, PETER WHITNEYCHIEF EXECUTIVE OFFICER4590054
INGRAHAM, FRANK TODDCHIEF COMPLIANCE OFFICER2918519
RIORDAN, TIFFANY ANNEFINOP AND CFO

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

CANAM INVESTOR SERVICES, LLC

CRD#: 158539New York, NY 10005

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