Peter G. Gayhardt

MOMENT ADVISORS

NEW YORK, NY 10014

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CRD#: 7132257

Professional summary

Peter Gillin Gayhardt is a registered financial advisor currently at MOMENT ADVISORS, LLC located in New York, New York.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Peter has worked at 3 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Peter Gillin Gayhardt'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

November 11, 2025 - Present

MOMENT ADVISORS, LLC

Office #1: 395 Hudson Street Floor 10, New York, NY 10014

RIA

CRD#: 325262

NEW YORK, NY

Past

September 1, 2021 - April 10, 2023

HOULIHAN LOKEY CAPITAL, INC.

CRD#: 17708

NEW YORK, NY

Past

September 14, 2020 - August 2, 2021

PIPER SANDLER & CO.

CRD#: 665

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(11/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/9/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 9/13/2020

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 7/22/2020

Securities Industry Essentials Examination

Current Firm

MOMENT ADVISORS, LLC

CRD#: 325262 / SEC#: 801-129894

RIA

Registered Investment Advisory firm - (12/13/2024 Terminated)

New York

Registered Investment Advisory firm - (7/15/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

101 Greenwich Street Floor 9, New York, NY 10006

Mailing Address

Phone number

(551) 775-2340

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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.

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Peter G. Gayhardt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Gillin Gayhardt's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOMENT ADVISORS, LLC

HOULIHAN LOKEY CAPITAL, INC.

PIPER SANDLER & CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2025

Series 63

Date: 11/9/2020

Series 79TO

Date: 9/13/2020

SIE

Date: 7/22/2020

Current Firm

MOMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

MOMENT ADVISORS, LLC

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