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Whitney L. Peluse

LAMBERSON CAPITAL LLC
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5147906
WP

Professional summary

Whitney Lamberson Peluse, who also goes by Whitney Paige Lamberson, Whitney Paige Peluse, is a registered financial professional currently at LAMBERSON CAPITAL LLC located in Chicago, Illinois.

Whitney is registered as a RR (Registered Representative) and started their career in finance in 2011. Whitney has worked at 2 firms and has passed the Series 57TO, SIE and Series 56 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Whitney Paige Lamberson | Whitney Paige Peluse

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 Whitney Lamberson Peluse'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

April 1, 2016 - Present

LAMBERSON CAPITAL LLC

Office #1: 71 S. Wacker, Suite 2300, Chicago, IL 60606
BD
CRD#: 282040
Chicago, IL
Past

August 18, 2011 - May 19, 2020

CONSOLIDATED TRADING LLC

BD
CRD#: 117726
CHICAGO, IL

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

General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 56
Date: 8/16/2011
Proprietary Trader Qualification Examination
SRO Registrations
RR
Cboe Exchange, Inc.

Current Firm

LC
LAMBERSON CAPITAL LLC
LAMBERSON CAPITAL LLC

CRD#: 282040 / SEC#: , 8-69698

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

Main Address
71 S. Wacker, Suite 2300, Chicago, IL 60606
Mailing Address
71 S. Wacker, Suite 2300, Chicago, IL 60606
Phone number
(312) 360-7300
Established
Illinois since 09/18/2015
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
CDL, LLCMEMBER
LAMBERSON, COLBY DAVIDCHIEF COMPLIANCE OFFICER
LAMBERSON, COLBY DAVIDOWNER / MANAGER

Disclosures

Regulatory Event2

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

LAMBERSON CAPITAL LLC

CRD#: 282040Chicago, IL 60606

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