Peter BelcastroCRD Number: 5287964
Current Firm: Bill Few Associates, Inc.
Peter Belcastro (CRD# 5287964) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Bill Few Associates, Inc.||Pittsburgh, PA||Jan 2015 - Current||2|
|Bill Few Securities, Inc.||Pittsburgh, PA||Jan 2015 - Current||2|
|Pnc Investments||Gibsonia, PA||Jun 2008 - Jan 2015||6|
|Aig Financial Advisors||Pittsburgh, PA||Jan 2007 - Apr 2008||1|
|Unemployed||Pittsburgh, PA||Jan 2007 - Jan 2007||< 1|
|Edinboro University Of Pa.||Edinboro, PA||Aug 2002 - Jan 2007||4|
|Concrete Preservation Systems||Pittsburgh, PA||Jul 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management790MILLIONS
Total Number of Accounts2,921ACCOUNTS
Average Account Value$270,455
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV
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