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Peter P. Christiansen

SCENIC ADVISEMENT
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 6951173
PC

Professional summary

Peter Putnam Christiansen is a registered financial professional currently at SCENIC ADVISEMENT located in San Francisco, California.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2019. Peter has worked at 1 firm and has passed the Series 7TO and SIE 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 Putnam Christiansen'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

March 26, 2019 - Present

SCENIC ADVISEMENT

Office #1: 915 Battery Street 1st Floor, San Francisco, CA, 94111
BD
CRD#: 169716
San Francisco, CA

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

General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/26/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SA
SCENIC ADVISEMENT
BATTERY EAST GROUP, LLC | SCENIC ADVISEMENT WEALTH | SCENIC ADVISEMENT

CRD#: 169716 / SEC#: 801-110830, 8-69383

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

Main Address
915 Battery Street 1st Floor, San Francisco, CA, 94111
Mailing Address
915 Battery Street 1st Floor, San Francisco, CA, 94111
Phone number
(415) 528-7301
Established
Delaware since 08/29/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
SCENIC ADVISEMENT, INC.OWNER
COHN, BARRETT HOWARDMANAGING DIRECTOR, CEO4782648
SOBEL, MICHAEL PHILIPMANAGING DIRECTOR, COO2529966
TUCKER, CLARK BOMARCCO, PFO, POO, AND FINANCIAL & OPERATIONS PRINCIPAL1977842

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

SCENIC ADVISEMENT

CRD#: 169716San Francisco, CA 94111

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