Peter R. Taylor

SSG CAPITAL ADVISORS

West Conshohocken, PA 19428

Some features on this profile are disabled

CRD#: 6232765

Professional summary

Peter R Taylor is a registered financial professional currently at SSG CAPITAL ADVISORS, LLC located in West Conshohocken, Pennsylvania.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2013. Peter has worked at 4 firms and has passed the Series 63, Series 66, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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 R Taylor'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

September 19, 2025 - Present

SSG CAPITAL ADVISORS, LLC

Office #1: 300 Barr Harbor Drive Suite 420, West Conshohocken, PA 19428

CRD#: 150750

West Conshohocken, PA

Past

August 12, 2019 - September 8, 2025

HOULIHAN LOKEY CAPITAL, INC.

CRD#: 17708

NEW YORK, NY

Past

April 4, 2016 - June 16, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEW YORK, NY

Past

April 1, 2016 - June 16, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEW YORK, NY

Past

February 18, 2014 - April 18, 2016

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

NEW YORK, NY

Past

September 30, 2013 - April 18, 2016

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

State Registrations and Notice Filings

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

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

Virginia
(9/19/2025)

Exams

State Security Law Exam

Series 63

Date: 8/16/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/10/2014

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 8/12/2019

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 6/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/30/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SSG CAPITAL ADVISORS, LLC

CRD#: 150750 / SEC#: , 8-68292

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 Barr Harbor Drive, Suite 420, West Conshohocken, PA 19428

Mailing Address

300 Barr Harbor Drive, Suite 420, West Conshohocken, PA 19428

Phone number

(610) 940-5804

Established

Pennsylvania since 03/19/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (9 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
SSG HOLDINGS, LLC	MEMBER
CHESEN, MARK ELLIOT	MANAGING DIR. FINOP	2775676
GOODMAN, MICHAEL STUART	MANAGING DIR.	3203097
KARLSON, MATTHEW PHILLIP	MANAGING DIR. / CCO	2901264
VICTOR, J SCOTT	MANAGING DIR.	4263060

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Peter R. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

HOULIHAN LOKEY CAPITAL, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/16/2019

Series 66

Date: 2/10/2014

Series 79TO

Date: 8/12/2019

SIE

Date: 6/16/2017

Series 7

Date: 9/30/2013

FINRA

Current Firm

SSG CAPITAL ADVISORS, LLC

Contact information

FINRA licenses (9 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

SSG CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors