Peter P. Atto

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CRD#: 6068455

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Paul Atto, who also goes by Peter P Atto, Peter Paul Atto, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2012. Peter had worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Peter P Atto | Peter Paul Atto

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.

1) Blue Cross Blue Shield of Illinois (HCSC). Non-Investment related. Address: 300E. Randolph St. Chicago, IL 60601. Nature of business: Health Insurance. Position: Advanced Contract Specialist. Started: 12/30/2019. 40 Hrs. per week. Duties: doing contract review and editing of insurance booklets. 2) Advisory Services Network, LLC. Investment Related. Address: 6600 Peachtree Dunwoody Road 600 Embassy Row, Suite 575, Atlanta GA, 30328 Nature of Business: Advisory Services. Position: Registered Investment Advisory Representative. Started: 08/12/2021 40 Hrs. per week. Duties: learning trading philosophy and wealth management strategies.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 29, 2023 - July 7, 2025

CREEKMUR ASSET MANAGEMENT, LLC

CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903 / SEC#: 801-118002

RIA

Registered Investment Advisory firm - (1/24/2020 Approved)

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.

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 66

Date: 3/17/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2012

General Securities Representative Examination

Current Firm

CREEKMUR ASSET MANAGEMENT, LLC

CAM, LLC | CREEKMUR ASSET MANAGEMENT, LLC

CRD#: 306903 / SEC#: 801-118002

RIA

Registered Investment Advisory firm - (1/24/2020 Approved)

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Contact information

Main Address

805 West Jackson Suite 301, Morton, IL 61550

Mailing Address

Phone number

(309) 925-2043

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREEKMUR ASSET MANAGEMENT WRAP BROCHURE (3/6/2025)

CREEKMUR ASSET MANAGEMENT ADV PART 2A BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	3,152
AUM (Assets Under Management)	$ 561,787,874

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.

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Firm Stability Insights

Peter P. Atto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

ADVISORY SERVICES NETWORK

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

SIGMA FINANCIAL CORPORATION

SPC

SIGMA FINANCIAL CORPORATION

SPC

SIGMA FINANCIAL CORPORATION

Primary Firm SEC Registration

CREEKMUR ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2016

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2012

Current Firm

CREEKMUR ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREEKMUR ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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