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PK

Peter S. Kelly

BUCKMAN, BUCKMAN & REID
Little Silver, NJ 07739
Some features on this profile are disabled
CRD#: 5714968
PK

Professional summary

Peter Shane Kelly is a registered financial professional currently at BUCKMAN, BUCKMAN & REID, INC. located in Little Silver, New Jersey.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2010. Peter has worked at 1 firm and has passed the Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Peter Shane Kelly'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 12, 2010 - Present

BUCKMAN, BUCKMAN & REID, INC.

Office #1: 44 Church St., Little Silver, NJ 07739
BD
CRD#: 23407
Little Silver, 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
New Jersey
(5/12/2010)

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/11/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

BB
BUCKMAN, BUCKMAN & REID, INC.
BUCKMAN, BUCKMAN & REID, INC. | MERCER, BOKERT, BUCKMAN & REID, INC.

CRD#: 23407 / SEC#: , 8-40413

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

Main Address
44 Church St., Little Silver, NJ 07739
Mailing Address
44 Church St., Little Silver, NJ 07739
Phone number
(732) 530-0303
Established
New Jersey since 09/07/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
JTC HOLDINGS LLCSHARE HOLDER
GIAKAS, WALLACE MARTINSTOCKHOLDER1068278
LAU, PETER SENSTOCKHOLDER2302677
YANG, ZHAOSHAREHOLDER6077274
ALMERINI, LOUIS ACHILLEFINOP1605183
BUCKMAN, HARRY JOHNCHAIRMAN, RSOP1090909
BUCKMAN, HARRY JOHN JRSR. VICE PRESIDENT2202467
BUCKMAN, MARYSTOCKHOLDER5823239
BUCKMAN, THOMAS PAULSECRETARY2577168
CAMPOLI, JOHNSHAREHOLDER6596748
PANNO, RICHARD ANTHONYCHIEF COMPLIANCE OFFICER724727
SHOICHET, MARK ELLIOTTSTOCKHOLDER2301353

Disclosures

Regulatory Event18
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

BUCKMAN, BUCKMAN & REID, INC.

CRD#: 23407Little Silver, NJ 07739

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