Peter Jon Marzo
Professional Summary
Peter Jon Marzo, who also goes by John Marzo, Peter J Marzo, is a registered financial advisor currently at METRIC FINANCIAL, LLC located in Atlanta, Georgia. Peter is registered as a RR (Registered Representative) and started their career in finance in 2004. Peter has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Marzo, Peter J Marzo
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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AMERIPRISE FINANCIAL SERVICES, LLC
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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.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
METRIC FINANCIAL INC. | NEWBURY, PIRET SECURITIES, INC. | NEWBURY, PIRET & CO., INC. | NEWBURY PIRET COMPANY | NEWBURY PIRET & CO. | METRIC FINANCIAL, LLC
Contact Information
Main Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309Mailing Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309Phone Number
(678) 528-1151Established
Georgia since 05/01/1981Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
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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.
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State Registrations and Notice Filings
(7/1/2024)
(7/1/2024)
(6/10/2024)
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(6/10/2024)
(7/1/2024)
(7/1/2024)
(7/1/2024)
(10/30/2024)
(6/10/2024)
(7/1/2024)
(9/15/2026)
(1/3/2025)
(6/20/2025)
(7/1/2024)
(6/10/2024)
(7/1/2024)
(7/1/2024)
(6/27/2024)
(6/10/2024)
(7/1/2024)
(6/10/2024)
(7/1/2024)
(7/1/2024)
(7/31/2026)
(7/1/2024)
(7/1/2024)
(8/19/2026)
(7/1/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Peter Jon Marzo's CRS (Customer Relationship Summary).
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