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Victor Perretti

CULTIVATE CAPITAL GROUP
Bridgewater, NJ 08807
Some features on this profile are disabled
CRD#: 711988
VP

Professional summary

Victor Perretti JR is a registered financial professional currently at CULTIVATE CAPITAL GROUP, LLC located in Bridgewater, New Jersey.

Victor is registered as a RR (Registered Representative) and started their career in finance in 1980. Victor has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 8 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 Victor Perretti JR'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

February 28, 2024 - Present

CULTIVATE CAPITAL GROUP, LLC

Office #1: 859 Madison Avenue, Bridgewater, NJ 08807
BD
CRD#: 300634
Bridgewater, NJ
Past

August 17, 2020 - October 30, 2023

FOX CHASE CAPITAL PARTNERS, LLC

BD
CRD#: 104087
springfield, NJ
Past

August 10, 2018 - November 5, 2018

FOX CHASE CAPITAL PARTNERS, LLC

BD
CRD#: 104087
SPRINGFIELD, NJ
Past

May 3, 2012 - December 2, 2015

HILLTOP SECURITIES INC.

BD
CRD#: 6220
NEW YORK, NY
Past

May 4, 2009 - February 28, 2011

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
NEW YORK, NY
Past

August 17, 2004 - April 27, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

July 22, 1980 - April 27, 2009

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
New Jersey
(2/28/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/13/2021
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: 7/19/1980
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/5/2021
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/21/1996
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

CC
CULTIVATE CAPITAL GROUP, LLC
BW NETWORK SECURITIES, LLC | CULTIVATE CAPITAL, LLC | CULTIVATE CAPITAL GROUP, LLC

CRD#: 300634 / SEC#: , 8-70293

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

Main Address
859 Madison Avenue, Bridgewater, NJ 08807
Mailing Address
859 Madison Avenue, Bridgewater, NJ 08807
Phone number
(551) 279-3744
Established
Delaware since 12/11/2018
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FLYOVER HOLDINGS, LLCSOLE MEMBER
BLISS, RUSSELL KEITHCEO/CCO3275831
HOTTENROTH, MARY HELEN THERESEFINOP6600352

Disclosures

Regulatory Event1

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

CULTIVATE CAPITAL GROUP, LLC

CRD#: 300634Bridgewater, NJ 08807

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