Peter Conniff (CRD# 1917676) is an Investment Advisor Representative working at Castlestone Management LLC in Ridgewood, NJ and has over 35 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Castlestone Management LLC | Jersey City, NJ | Nov 2016 - Current | 7 |
| Unemployed | Ridgewood, NJ | Jun 2016 - Nov 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Butler, NJ | Jan 2015 - Jun 2016 | 1 |
| Bank Of America, N.a. | Butler, NJ | Jan 2015 - Jun 2016 | 1 |
| Scottrade | New York, NY | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- NJ
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$13,666,667
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
NJ
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