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Peter John Pinto

BAY Crest Partners, LLC

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About Peter John Pinto

Peter John Pinto is a licensed and registered securities professional, currently associated with Bay Crest Partners, LLC. Peter holds a wide range of licenses including Series 7, 63, and 72, as well as the Series 24. Peter has also passed the Securities Industry Essentials Exam (SIE). Peter has over 20 years of experience in the financial industry and has held previous positions at companies such as Whitaker Securities LLC, Seaboard Securities, Inc., SG Cowen Securities Corporation, UBS Securities LLC, and CS First Boston Corporation.

Firm Information

Peter Pinto is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

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 Pinto’s Registration & Firm History

FL

06/21/2023 - Present

BAY Crest Partners, LLC (Miami FL)

FL

07/01/2008 - 06/16/2023

WHITAKER SECURITIES LLC (JUNO BEACH FL)

NJ

06/06/2003 - 04/05/2005

SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)

NY

04/14/1997 - 03/16/1999

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

NY

04/23/1996 - 04/14/1997

UBS SECURITIES LLC (NEW YORK NY)

NY

11/03/1992 - 04/08/1996

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/26/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2008

Series 7 - General Securities Representative Examination

BC

Issued 06/04/2003

Series 72 - Government Securities Representative Examination

BC

Issued 11/10/1992

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter John Pinto.
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