Peter R. Belcastro

LEONARD ADVISORY GROUP LLC

Pittsburgh, PA 15237

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CRD#: 5287964

Professional summary

Peter Roy Belcastro, CFP® is a registered financial advisor currently at LEONARD ADVISORY GROUP LLC located in Pittsburgh, Pennsylvania.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Peter has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Roy Belcastro'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

August 23, 2023 - Present

LEONARD ADVISORY GROUP LLC

Office #1: 8150 Perry Highway Suite 315, Pittsburgh, PA 15237

RIA

CRD#: 321165

Pittsburgh, PA

Past

January 6, 2015 - August 22, 2023

BILL FEW ASSOCIATES, INC.

RIA

CRD#: 133561

PITTSBURGH, PA

Past

January 6, 2015 - December 13, 2021

BILL FEW SECURITIES, INC.

CRD#: 41917

PITTSBURGH, PA

Past

March 9, 2010 - May 20, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

GIBSONIA, PA

Past

August 1, 2008 - May 20, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

GIBSONIA, PA

Past

March 28, 2007 - May 21, 2008

OSAIC SERVICES, INC.

CRD#: 133763

PITTSBURGH, PA

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

Pennsylvania
(8/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/1/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/20/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/20/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/1/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEONARD ADVISORY GROUP LLC

LEONARD ADVISORY GROUP LLC | LEONARD ADVISORY GROUP, LLC

CRD#: 321165 / SEC#:

Michigan

Registered Investment Advisory firm - (5/13/2022 Approved)

Ohio

Registered Investment Advisory firm - (11/8/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/8/2022 Approved)

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Contact information

Main Address

720 State St, Saint Joseph, MI 49085

Mailing Address

Phone number

(269) 588-1362

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	483
AUM (Assets Under Management)	$ 69,517,795

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Peter R. Belcastro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BILL FEW ASSOCIATES, INC.

BILL FEW SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

OSAIC SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2010

Series 63

Date: 3/8/2007

Series 7TO

Date: 3/20/2024

Series 6TO

Date: 3/20/2024

SIE

Date: 10/1/2018

Series 7

Date: 7/9/2012

Series 6

Date: 3/1/2007

Current Firm

LEONARD ADVISORY GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEONARD ADVISORY GROUP LLC

TRUST BUT VERIFY

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