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Peter Ryan Locilento

Third Seven Capital LLC

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About Peter Ryan Locilento

Peter Locilento is a financial advisor with Third Seven Capital LLC based in Wall, NJ. Peter has been in the financial services industry since 2006 and holds Series 7, 66, 24, 31 and SIE licenses. Peter has experience with several firms including Edward Jones, MML Investors Services, LLC, FS Investment Solutions, LLC, Lincoln Financial Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Peter currently holds active registrations in Florida, New Jersey, New York and Pennsylvania.

Firm Information

Peter Locilento is currently registered with Third Seven Capital LLC. Third Seven Capital LLC is a Limited Liability Company formed on July 6, 2011, with a status of Approved. The firm is registered in all 50 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Third Seven Capital LLC has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

34

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 Locilento’s Registration & Firm History

NJ

05/10/2023 - Present

Third Seven Capital LLC (Wall NJ)

NJ

09/13/2021 - 01/13/2022

EDWARD JONES (Haddon Township NJ)

DE

05/12/2021 - 09/08/2021

MML INVESTORS SERVICES, LLC (NEW CASTLE DE)

PA

03/18/2015 - 08/19/2020

FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)

PA

12/11/2007 - 07/14/2014

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

NJ

03/02/2006 - 07/03/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EGG HARBOR TOWNSHIP NJ)

NJ

05/13/2005 - 02/27/2006

MORGAN STANLEY DW INC. (NORTHFIELD NJ)

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Licenses & Designations

IA

Issued 07/13/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 05/12/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Peter Ryan Locilento. Review regulatory record here.
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