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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Roy Belcastro is a financial advisor at Leonard Advisory Group LLC. Peter Roy Belcastro is registered with the state of Pennsylvania. Peter Roy Belcastro has been in the industry for over 15 years and has experience working with high-net-worth individuals and individuals other than high-net-worth. Peter Roy Belcastro is also a Certified Financial Planner. Leonard Advisory Group LLC is a registered investment advisor with the SEC. The firm provides financial planning, portfolio management, and selection of other advisors. The firm also offers its services to individuals and other investment advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
08/23/2023 - Present
Leonard Advisory Group LLC (Pittsburgh PA)
PA
01/06/2015 - 12/13/2021
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
PA
08/01/2008 - 05/20/2014
PNC INVESTMENTS (GIBSONIA PA)
PA
03/28/2007 - 05/21/2008
AIG FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
IA
Issued 03/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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