AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PL

Peter R. Locilento

METRIC FINANCIAL
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 4926911
PL

Professional summary

Peter Ryan Locilento, who also goes by P Ryan Locilento, P. Ryan Locilento, Peter Ryan Locilento, Ryan Locilento, is a registered financial professional currently at METRIC FINANCIAL, LLC located in Atlanta, Georgia.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2005. Peter has worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

P Ryan Locilento | P. Ryan Locilento | Peter Ryan Locilento | Ryan Locilento

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 Ryan Locilento'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

March 11, 2026 - Present

METRIC FINANCIAL, LLC

Office #1: 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
BD
CRD#: 33324
Atlanta, GA
Past

May 10, 2023 - March 9, 2026

THIRD SEVEN CAPITAL LLC

BD
CRD#: 160209
Wall, NJ
Past

September 14, 2021 - January 13, 2022

EDWARD JONES

RIA
CRD#: 250
Haddon Township, NJ
Past

September 13, 2021 - January 13, 2022

EDWARD JONES

BD
CRD#: 250
Haddon Township, NJ
Past

July 15, 2021 - September 8, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
NEW CASTLE, DE
Past

May 12, 2021 - September 8, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEW CASTLE, DE
Past

March 18, 2015 - August 19, 2020

FS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 145244
PHILADELPHIA, PA
Past

December 12, 2007 - February 24, 2011

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA
CRD#: 145
RADNOR, PA
Past

December 11, 2007 - July 14, 2014

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

March 2, 2006 - July 3, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
EGG HARBOR TOWNSHIP, NJ
Past

March 2, 2006 - July 3, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EGG HARBOR TOWNSHIP, NJ
Past

June 3, 2005 - February 27, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
NORTHFIELD, NJ
Past

May 13, 2005 - February 27, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
NORTHFIELD, NJ

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
California
(3/12/2026)
RR
Florida
(3/11/2026)
RR
Georgia
(3/12/2026)
RR
Illinois
(3/13/2026)
RR
New Jersey
(3/11/2026)
RR
New York
(3/11/2026)
RR
Pennsylvania
(3/11/2026)
RR
Texas
(3/16/2026)
RR
Washington
(3/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/2/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/21/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 5/12/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/30/2018
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MF
METRIC FINANCIAL, LLC
METRIC FINANCIAL INC. | NEWBURY, PIRET SECURITIES, INC. | NEWBURY, PIRET & CO., INC. | NEWBURY PIRET COMPANY | NEWBURY PIRET & CO. | METRIC FINANCIAL, LLC

CRD#: 33324 / SEC#: , 8-46684

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Mailing Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Phone number
(678) 528-1151
Established
Georgia since 05/01/1981
Firm type
Limited Liability Company
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#
GRELLA MANAGEMENT LLC.MEMBER
GRELLA, JOHN EDWARDCEO6757707
JONES, SHARON DOSTERFINOP/PFO/POO/CCO3124470

Disclosures

Regulatory Event1

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

METRIC FINANCIAL, LLC

CRD#: 33324Atlanta, GA 30309

TRUST BUT VERIFY

Monitor Peter Locilento

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
George Christian Mauser
George MauserAdvisorCheck Check Mark
ATLAS INVESTMENT ADVISORS
IAR
ALPHARETTA, GA
Dena Michelle Wilhoit
Dena WilhoitAdvisorCheck Check Mark
STATE FARM INVESTMENT MANAGEMENT CORP.
IAR
RR
GRAYSON, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.