Peter Shiftouri

ORION-ARCHSTONE ASSET MANAGEMENT

New York, NY 10022

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CRD#: 5027930

Professional summary

Peter Shiftouri, who also goes by Nestor Peter Shiftouri, is a registered financial advisor currently at ORION-ARCHSTONE ASSET MANAGEMENT INC. located in New York, New York.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Peter has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nestor Peter Shiftouri

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) - RIA

Click below to view Peter Shiftouri's 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 18, 2021 - Present

ORION-ARCHSTONE ASSET MANAGEMENT INC.

Office #1: C/o Studio By Tishman-speyer 300 Park Avenue 2nd Floor, New York, NY 10022

RIA

CRD#: 286225

New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(11/18/2021)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/2016

Uniform Investment Adviser Law Examination

Current Firm

ORION-ARCHSTONE ASSET MANAGEMENT INC.

ORION ASSET MANAGEMENT | ORION-ARCHSTONE ASSET MANAGEMENT INC. | ORION ASSET MANAGEMENT INC.

CRD#: 286225 / SEC#:

New York

Registered Investment Advisory firm - (2/3/2017 Approved)

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Contact information

Main Address

C/o Studio By Tishman-speyer 300 Park Avenue 2nd Floor, New York, NY 10022

Mailing Address

14 Brookview Circle, Jamesburg, NJ 08831

Phone number

212 937 8444 917 363 9568

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 1,800,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter Shiftouri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Shiftouri's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION-ARCHSTONE ASSET MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2016

Current Firm

ORION-ARCHSTONE ASSET MANAGEMENT INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORION-ARCHSTONE ASSET MANAGEMENT INC.

TRUST BUT VERIFY

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