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PT

Peter J. Teneriello

POMIFER CAPITAL PARTNERS LLC
Austin, TX
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CRD#: 7541974
PT

Professional summary

Peter Joseph Teneriello is a registered financial advisor currently at POMIFER CAPITAL PARTNERS LLC located in Austin, Texas.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Peter has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

top-8-questions

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.
Catholic Foundation - Diocese of Austin , non-investment related; 6225 Highway 290 East, Austin, TX 78723; The Catholic Foundation - Diocese of Austin is a self-governing, Catholic non-profit corporation serving the parishes, Catholic schools and Catholic ministries within the 25 Central Texas counties comprising the Diocese of Austin; Investment Committee member; start date:06/19/2025. 2-3 hours per quarter; 0 hours during trading hours. Duties would include helping with reviewing & potentially proposing changes to the IPS, monitoring the performance of the investment portfolio and the Investment Advisor managing the foundation's assets, reporting to the Foundation's Board on the status of the portfolio, and recommending the selection/monitoring/termination of the Investment Advisor to the Board

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Joseph Teneriello'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

February 22, 2025 - Present

POMIFER CAPITAL PARTNERS LLC

RIA
CRD#: 333542
Austin, TX
Past

September 4, 2022 - March 17, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
INDIANAPOLIS, IN

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
Texas
(2/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/2/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/14/2022
Securities Industry Essentials Examination

Current Firm

PC
POMIFER CAPITAL PARTNERS LLC
POMIFER CAPITAL PARTNERS LLC

CRD#: 333542 / SEC#:

Texas
Registered Investment Advisory firm - (1/9/2025 Approved)
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Contact information

Main Address
Austin, TX
Mailing Address
Phone number
(305) 898-3101
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Red Flags

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Company Information

POMIFER CAPITAL PARTNERS LLC

CRD#: 333542Austin, TX

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