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Peter Gerard Romanelli

Percival Financial Partners, Ltd.

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About Peter Gerard Romanelli

Peter Gerard Romanelli has been in the financial services industry since 1990. Peter is currently registered with Percival Financial Partners, Ltd. in Columbia, Maryland. Peter has held previous positions at a number of firms including GLOBAL TRANSITION SOLUTIONS, INC., PIPER JAFFRAY & CO., VIE SECURITIES, LLC, BNY BROKERAGE INC., CANTELLA & CO., INC., EISNER SECURITIES, INC., SECURITIES SERVICE NETWORK, INC., SMITH CULVER INVESTMENTS, CORPORATE SECURITIES GROUP, INC., HIBBARD BROWN & CO., INC., PARAGON CAPITAL CORPORATION and J. W. GANT & ASSOCIATES, INC. Peter holds the Series 7, Series 24, Series 63, and SIE licenses.

Firm Information

Peter Romanelli is currently registered with Percival Financial Partners, Ltd.. Percival Financial Partners, Ltd. is a Corporation formed in August 1996, based in California, Colorado, Connecticut, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. The firm has been approved for registration with the SEC and 23 state regulatory bodies.

Not reported

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Peter Romanelli’s Registration & Firm History

MD

03/18/2014 - Present

Percival Financial Partners, Ltd. (COLUMBIA MD)

PA

01/12/2005 - 02/14/2014

GLOBAL TRANSITION SOLUTIONS, INC. (PAOLI PA)

MN

11/19/2004 - 02/22/2005

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

NY

08/17/2004 - 12/07/2004

VIE SECURITIES, LLC (NEW YORK NY)

NY

03/30/2001 - 08/06/2004

BNY BROKERAGE INC. (NEW YORK NY)

MA

02/09/1998 - 03/29/2001

CANTELLA & CO., INC. (MALDEN MA)

MO

08/22/1997 - 02/25/1998

EISNER SECURITIES, INC. (ST. LOUIS MO)

TN

01/28/1998 - 02/05/1998

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

CA

01/23/1996 - 08/30/1997

SMITH CULVER INVESTMENTS (SAN FRANCISCO CA)

MO

07/22/1994 - 01/31/1996

CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)

NY

01/01/1992 - 08/04/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

NJ

07/16/1991 - 12/20/1991

PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)

NA

06/21/1990 - 07/16/1991

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 06/28/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Gerard Romanelli.
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