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PF

Peter M. Forshee

VISTINA STRUCTURED CREDIT ADVISORY
GREENWICH, CT 06830
Some features on this profile are disabled
CRD#: 6617460
PF

Professional summary

Peter Michael Forshee, who also goes by Peter M Forshee, is a registered financial professional currently at VISTINA STRUCTURED CREDIT ADVISORY LLC located in Greenwich, Connecticut.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2016. Peter has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 79 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Peter M Forshee

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 Michael Forshee'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

December 9, 2025 - Present

VISTINA STRUCTURED CREDIT ADVISORY LLC

Office #1: 81 Holly Hill Lane, Greenwich, CT 06830
BD
CRD#: 337986
GREENWICH, CT
Past

October 28, 2024 - December 17, 2025

HORANG SECURITIES, LLC

BD
CRD#: 6004
NEW YORK, NY
Past

May 1, 2023 - June 17, 2024

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

March 9, 2018 - May 1, 2023

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
NEW YORK, NY
Past

August 15, 2016 - February 27, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Connecticut
(1/9/2026)
RR
Maine
(1/9/2026)
RR
New York
(1/9/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/21/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/13/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79
Date: 8/15/2016
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VS
VISTINA STRUCTURED CREDIT ADVISORY LLC
VISTINA STRUCTURED CREDIT ADVISORY LLC | VISTINA STRUCTURED CREDIT ADVISORY, LLC

CRD#: 337986 / SEC#: , 8-71409

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

Main Address
81 Holly Hill Lane, Greenwich, CT 06830
Mailing Address
81 Holly Hill Lane, Greenwich, CT 06830
Phone number
(214) 432-5574
Established
Delaware since 07/23/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
VISTINA STRUCTURED CREDIT ADVISORY HOLDINGS LLCMANAGING MEMBER
FORTINO, ANGELINAFINOP, PFO, POO6869135
MARLIN, ROSSCHIEF COMPLIANCE OFFICER6931826
WALTERS, CHRISTOPHER RYANPRESIDENT5826991

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

VISTINA STRUCTURED CREDIT ADVISORY LLC

CRD#: 337986Greenwich, CT 06830

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