Peter Cyriacus, financial advisor Marlton NJ
81 score

Peter Cyriacus

CRD Number: 5304554
Current Firm: Pine Valley Investments

Peter Cyriacus (CRD# 5304554) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pine Valley Investments Marlton, NJ May 2016 - Current < 1
Pine Valley Investments Marlton, NJ May 2016 - Current < 1
Bank Of America, N.a. Doyleston, PA Nov 2011 - Current 4
Merrill Lynch Doylestown, PA Apr 2007 - Apr 2016 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Mar 2007 - Apr 2016 9
Ascensus Drescher, PA Mar 1999 - Apr 2007 8
Bisys Retirement Services Dresher, PA Apr 1999 - Mar 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Peter D. Cyriacus
Phone Number: 212-918-4735
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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