AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PC

Peter Castellino

Some features on this profile are disabled
CRD#: 825101
PC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Castellino was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1976. Peter had worked at 5 firms and has passed the Series 7, Series 5 and Series 4 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 15, 1992 - February 4, 2002

WORLD FIRST FINANCIAL SERVICES, INC.

BD
CRD#: 1612
STATEN ISLAND, NY
Past

May 31, 1985 - May 23, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

June 30, 1980 - April 30, 1985

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

September 26, 1978 - June 30, 1980

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

July 27, 1976 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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 7
Date: 3/21/1992
General Securities Representative Examination
General Industry/Product Exam
RR
Series 5
Date: 3/19/1983
Interest Rate Options Examination
Principal/Supervisory Exam

Current Firm


WF
WORLD FIRST FINANCIAL SERVICES, INC.
MARQUETTE DE BARY CO., INC. | WORLD FIRST FINANCIAL SERVICES, INC. | WORLD FIRST FINANCIAL SERVICES INC | MARQUETTE DE BARY CO., INCORPORATED

CRD#: 1612 / SEC#: , 8-20392

BD
Terminated by SEC on 11/26/2024
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/02/1976
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AUERBACH, BRUCE NEILINTERIM PRESIDENT873052
DESLONDE, JAMES CHARLESCFO/CCO732530

Disclosures


Regulatory Event2
Bond2

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


WORLD FIRST FINANCIAL SERVICES, INC.

CRD#: 1612

TRUST BUT VERIFY

Monitor Peter Castellino

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics