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Peter Guerrero

SPARTAN CAPITAL SECURITIES
New York, NY 10006
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CRD#: 4966948
PG

Professional summary


Peter Guerrero, who also goes by Petr Guerrero, is a registered financial professional currently at SPARTAN CAPITAL SECURITIES, LLC located in New York, New York.

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 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Petr Guerrero

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 Guerrero'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

May 16, 2017 - Present

SPARTAN CAPITAL SECURITIES, LLC

Office #1: 45 Broadway 19th Floor, New York, NY 10006
BD
CRD#: 146251
New York, NY
Past

April 18, 2016 - May 9, 2017

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

July 1, 2010 - May 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

July 1, 2010 - May 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 31, 2009 - July 13, 2010

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

July 1, 2008 - February 4, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

March 22, 2007 - February 4, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

November 1, 2005 - August 10, 2006

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
NEW YORK, NY
Past

September 30, 2005 - October 28, 2005

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

August 3, 2005 - October 12, 2005

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, 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
Alaska
(9/4/2025)
RR
Arizona
(9/5/2025)
RR
California
(2/22/2018)
RR
Connecticut
(8/29/2025)
RR
Florida
(8/28/2017)
RR
Illinois
(5/11/2023)
RR
Iowa
(8/28/2025)
RR
Kansas
(8/28/2025)
RR
Louisiana
(8/28/2025)
RR
Maine
(11/10/2022)
RR
Maryland
(5/9/2023)
RR
Massachusetts
(9/10/2018)
RR
Michigan
(6/6/2018)
RR
Minnesota
(8/28/2025)
RR
Nebraska
(4/23/2018)
RR
Nevada
(4/24/2023)
RR
New Jersey
(6/2/2017)
RR
New York
(5/16/2017)
RR
North Carolina
(4/19/2018)
RR
Ohio
(6/30/2023)
RR
Oregon
(6/5/2017)
RR
Puerto Rico
(3/21/2018)
RR
Rhode Island
(5/18/2020)
RR
South Carolina
(5/16/2017)
RR
Texas
(4/12/2024)
RR
Virginia
(5/16/2017)
RR
West Virginia
(9/10/2025)
RR
Wisconsin
(8/3/2018)
RR
Wyoming
(3/27/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SC
SPARTAN CAPITAL SECURITIES, LLC
SPARTAN CAPITAL MANAGEMENT LLC | SPARTAN CAPITAL SECURITIES, LLC

CRD#: 146251 / SEC#: , 8-67801

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


Main Address
45 Broadway 19th Floor, New York, NY 10006
Mailing Address
45 Broadway 19th Floor, New York, NY 10006
Phone number
(212) 293-0123
Established
New York since 06/26/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
SPARTAN CAPITAL HOLDINGS, LLCOWNER
BASIS, THEOLOGOS STAVROSCHIEF COMPLIANCE OFFICER / AML OFFICER2574740
DACOSTA, MAURICE MICHAELCFO / FINOP5500926
HEILPERN, GERALD MARTINMUNICIPAL SECURITIES PRINCIPAL241803
LOWRY, JOHN DENNISCEO/MANAGING MEMBER4336146
MONCHIK, KIM MARIECAO
SNOOZY, MARK JAMESROSFP2822325

Disclosures


Regulatory Event8
Civil Event1
Arbitration4

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


SPARTAN CAPITAL SECURITIES, LLC

CRD#: 146251New York, NY 10006

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