AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PH

Peter Mattias Hillerberg

ORTEX SECURITIES
Loddington,
·CRD# 7615727·4 years experience

Professional Summary

Peter Mattias Hillerberg is a registered financial advisor currently at ORTEX SECURITIES LLC. Peter is registered as a RR (Registered Representative) and started their career in finance in 2023. Peter has worked at 1 firm and has passed the Series 63, Series 99TO, Series 7TO, SIE, Series 4 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

4 years in the financial services industry

Current & Past Employments

ORTEX SECURITIES LLC·CRD# 322213
BD
Loddington
April 17, 2023 - Present

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

OS
ORTEX SECURITIES LLC

ORTEX SECURITIES LLC

CRD#: 322213 / SEC#: 8-70978
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

11 Park Place, New York, NY 10007

Mailing Address

8958 West State Road 84-263, Davie, FL 33324

Phone Number

+1 (212) 686-1630

Established

Delaware since 05/03/2022

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ORTEX TECHNOLOGIES LTDSHAREHOLDER—
HILLERBERG, PETER MATTIASCEO/CCO/ROP7615727

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/14/2023)
RR
Alaska
(7/14/2023)
RR
Arizona
(7/21/2023)
RR
Arkansas
(8/25/2023)
RR
California
(1/29/2024)
RR
Colorado
(6/30/2023)
RR
Connecticut
(7/24/2023)
RR
Delaware
(6/30/2023)
RR
District of Columbia
(9/29/2023)
RR
Florida
(9/22/2023)
RR
Georgia
(8/15/2023)
RR
Hawaii
(8/17/2023)
RR
Idaho
(6/30/2023)
RR
Illinois
(2/20/2024)
RR
Indiana
(9/12/2023)
RR
Iowa
(6/30/2023)
RR
Kansas
(7/18/2023)
RR
Kentucky
(6/30/2023)
RR
Louisiana
(6/30/2023)
RR
Maine
(8/8/2023)
RR
Maryland
(8/17/2023)
RR
Massachusetts
(3/21/2024)
RR
Michigan
(7/28/2023)
RR
Minnesota
(1/29/2024)
RR
Mississippi
(6/30/2023)
RR
Missouri
(10/2/2023)
RR
Montana
(6/30/2023)
RR
Nebraska
(8/10/2023)
RR
Nevada
(7/13/2023)
RR
New Hampshire
(11/28/2023)
RR
New Jersey
(9/12/2023)
RR
New Mexico
(9/11/2023)
RR
New York
(6/30/2023)
RR
North Carolina
(6/30/2023)
RR
North Dakota
(9/13/2023)
RR
Ohio
(8/8/2023)
RR
Oklahoma
(6/30/2023)
RR
Oregon
(7/14/2023)
RR
Pennsylvania
(7/5/2023)
RR
Puerto Rico
(9/8/2023)
RR
Rhode Island
(6/30/2023)
RR
South Carolina
(7/19/2023)
RR
South Dakota
(7/6/2023)
RR
Tennessee
(8/3/2023)
RR
Texas
(7/27/2023)
RR
Utah
(7/6/2023)
RR
Vermont
(7/28/2023)
RR
Virgin Islands
(8/31/2023)
RR
Virginia
(7/14/2023)
RR
Washington
(7/3/2023)
RR
West Virginia
(6/30/2023)
RR
Wisconsin
(7/24/2023)
RR
Wyoming
(6/30/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2023About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Apr 2023About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2022About the SIE exam

Series 4 — Registered Options Principal Examination

Passed Mar 2023About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Mar 2023About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Peter Mattias Hillerberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
PH
Follow Peter
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required