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Peter A. Massari

AXIOM CAPITAL MANAGEMENT
Katonah, NY
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CRD#: 836745
PM

Professional summary


Peter Arcaro Massari is a registered financial advisor currently at AXIOM CAPITAL MANAGEMENT, INC. located in Katonah, New York.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1977. Peter has worked at 5 firms and has passed the Series 63, SIE, PC and Series 7 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 Peter Arcaro Massari'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

May 2, 2011 - Present

AXIOM CAPITAL MANAGEMENT, INC.

BD
CRD#: 26580
Katonah, NY
Past

June 1, 2009 - May 16, 2011

MORGAN STANLEY

BD
CRD#: 149777
MOUNT KISCO, NY
Past

September 19, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MOUNT KISCO, NY
Past

November 5, 1984 - September 24, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MOUNT KISCO, NY
Past

September 26, 1978 - September 24, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 21, 1977 - 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.

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
Arizona
(5/18/2011)
RR
California
(5/3/2011)
RR
Connecticut
(5/2/2011)
RR
Florida
(5/2/2011)
RR
Hawaii
(1/29/2024)
RR
Kentucky
(4/7/2025)
RR
Louisiana
(5/17/2011)
RR
Maryland
(5/2/2011)
RR
Massachusetts
(5/2/2011)
RR
New Jersey
(5/2/2011)
RR
New York
(5/2/2011)
RR
North Carolina
(10/20/2023)
RR
Ohio
(5/2/2011)
RR
Pennsylvania
(5/2/2011)
RR
South Carolina
(4/3/2025)
RR
Texas
(8/31/2023)
RR
Vermont
(10/17/2024)
RR
Virginia
(5/2/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 5/26/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 9/8/1977
AMEX Put and Call Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


AC
AXIOM CAPITAL MANAGEMENT, INC.
AXIOM CAPITAL MANAGEMENT, INC. | DLM HOLDINGS INC.

CRD#: 26580 / SEC#: , 8-42638

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


Main Address
350 Fifth Avenue Suite 6740, New York, NY 10118
Mailing Address
350 Fifth Avenue Suite 6740, New York, NY 10118
Phone number
(212) 521-3800
Established
Delaware since 04/12/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
DALTON, LIAM FRANCISCEO/PRESIDENT1327801
DICHIARA, MARIADIRECTOR OF OPERATIONS/EXECUTIVE VP1751312
MILLER, ERIC LEECCO/CROP/ROSFP/ROP/MUNICIPAL PRINCIPAL2200698
RICHARD, NEAL MICHAELHEAD TRADER2601802
WRIGHT, DAVID CHARLESFINOP6023564

Disclosures


Regulatory Event11
Civil Event1
Arbitration3

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


AXIOM CAPITAL MANAGEMENT, INC.

CRD#: 26580Katonah, NY

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