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PL

Peter J. Laforte

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CRD#: 4699467
PL

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.

Peter John Laforte was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2003. Peter had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
05/01/2001, LaForte Financial Services, Inc, 992 High Ridge Rd, Third Floor, Stamford, CT 06905, President, Accountant, own and manage tax accounting and payroll services, 160 hrs/month, $200000 annual compensation

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

December 4, 2024 - July 21, 2025

QUARVE ASSOCIATES, LLC

RIA
CRD#: 112160
STAMFORD, CT
Past

November 1, 2013 - December 31, 2023

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
STAMFORD, CT
Past

August 12, 2011 - January 9, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
STAMFORD, CT
Past

July 9, 2007 - December 19, 2009

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
WESTPORT, CT
Past

July 9, 2007 - December 19, 2009

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BOISE, ID
Past

February 16, 2007 - July 12, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
WESTPORT, CT
Past

January 26, 2007 - July 12, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
WESTPORT, CT
Past

September 21, 2005 - January 12, 2007

RESNICK ADVISORS

RIA
CRD#: 105927
WESTPORT, CT
Past

November 10, 2003 - September 29, 2006

WESTPORT SECURITIES, L.L.C.

BD
CRD#: 46113
WESTPORT, CT

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


State Security Law Exam
IAR
Series 65
Date: 12/24/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


QA
QUARVE ASSOCIATES, LLC
QUARVE ASSOCIATES | QUARVE ASSOCIATES, LLC | QUARVE ASSOCIATES LLC

CRD#: 112160 / SEC#: 801-56579

RIA
Registered Investment Advisory firm - (7/6/2012 Terminated)
Connecticut
Registered Investment Advisory firm - (7/3/2012 Approved)
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Contact information


Main Address
350 Bedford Street Suite 307, Stamford, CT 06901
Mailing Address
Phone number
(203) 356-1910
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts18
AUM (Assets Under Management)$ 42,776,840

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


QUARVE ASSOCIATES, LLC

CRD#: 112160

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