Unclaimed Profile

Peter Scott Cahall

CAPACUITY LLC·LAKE MARY, Florida

SIE, Series 1, Series 6, Series 63, Series 65Clean record23 years registeredCAPACUITY LLC

300 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 37990Firm CRD# 297679

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Scott Cahall · LAKE MARY, FL

Registration

CRD #37990 · CAPACUITY LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAPACUITY LLC

Aug 2018 – present

VALMARK ADVISERS, INC.

Feb 2018 – Aug 2018

Heathrow, FL

NEWPORT GROUP SECURITIES, INC.

Dec 2002 – Mar 2016

HEATHROW, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6

Series 63

Series 65

Registration record

First registered · December 5, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPACUITY LLC

CRD 297679 · SEC 801-113636

AUM

$7.4B

Regulatory assets under management

Employees

86 client accounts

Services offered by CAPACUITY LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at CAPACUITY LLC →

Introduction

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Frequently Asked Questions

What services does Peter Scott Cahall offer?

Peter Scott Cahall specializes in Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Peter Scott Cahall's credentials?

Peter Scott Cahall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Scott Cahall located?

Peter Scott Cahall is based in LAKE MARY, Florida, working with CAPACUITY LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does Peter Scott Cahall charge for services?

Peter Scott Cahall's firm is compensated through percentage of aum, subscription fees, other: fees associated with offset of affiliated broker dealer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPACUITY LLC?

CAPACUITY LLC has approximately 33 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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