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Peyton Marcus

Some features on this profile are disabled
CRD#: 6848914
PM

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.

Peyton Marcus, who also goes by Peyton Merrill Marcus, was a registered financial professional .

Peyton is a previously registered financial professional and started their career in finance in 2017. Peyton had worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Peyton Merrill Marcus

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)

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

October 20, 2020 - July 2, 2021

COVENTRY SECURITIES, LLC

BD
CRD#: 150462
FORT WASHINGTON, PA
Past

November 13, 2017 - December 26, 2018

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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.

Exams

State Security Law Exam
RR
Series 63
Date: 11/28/2017
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: 11/13/2017
General Securities Representative Examination

Current Firm

CS
COVENTRY SECURITIES, LLC
COVENTRY SECURITIES, LLC | HF SECURITIES, LLC

CRD#: 150462 / SEC#: , 8-68262

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

Main Address
7111 Valley Green Road, Fort Washington, PA 19034
Mailing Address
7111 Valley Green Road, Fort Washington, PA 19034
Phone number
(877) 836-8300
Established
Delaware since 04/21/2009
Firm type
Limited Liability Company
Fiscal year end
November
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BUERGER 2003 FAMILY TRUSTSOLE MEMBER
BUERGER, CONSTANCE MTRUSTEE OF BUERGER 2003 FAMILY TRUST
DA SILVA, ALINEFINOP, POO, FOP6082324
JACOBS, NEAL STEWARTLLC MANAGER/CEO4205122
WELSH, AMY MARIELLC MANAGER/CCO5977889

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

COVENTRY SECURITIES, LLC

CRD#: 150462

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