Unclaimed Profile

Peter John Raimondi

DAKOTA WEALTH, LLC·PALM BEACH GARDENS, Florida

Series 7, Series 63Clean record32 years registeredDAKOTA WEALTH, LLC

11376 N. JOG ROAD, PALM BEACH GARDENS, FL 33418-1752CRD# 1264256Firm CRD# 297987

Profile Verification

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

Identity

Peter John Raimondi · PALM BEACH GARDENS, FL

Registration

CRD #1264256 · DAKOTA WEALTH, LLC · 32 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Oct 2018 – present

DAKOTA WEALTH, LLC

Jun 2018 – Mar 2019

PALM BEACH GARDENS, FL

BOSTON PRIVATE WEALTH LLC

Jan 2015 – May 2016

PALM BEACH GARDENS, FL

BANYAN PARTNERS, LLC

Jun 2009 – Nov 2014

PALM BEACH GARDENS, FL

WESCOTT FINANCIAL ADVISORY GROUP LLC

Dec 2007 – Feb 2008

PALM BEACH GARDENS, FL

SHARK CAPITAL MANAGEMENT, LLC

Jun 2005 – Jul 2006

BOSTON, MA

THE COLONY GROUP, LLC

Apr 1994 – Jul 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 21, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAKOTA WEALTH, LLC

CRD 297987 · SEC 801-114097

AUM

$6.1B

Regulatory assets under management

Employees

9,080 client accounts

Services offered by DAKOTA WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DAKOTA WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Peter John Raimondi offer?

Peter John Raimondi specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Peter John Raimondi's credentials?

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

Where is Peter John Raimondi located?

Peter John Raimondi is based in PALM BEACH GARDENS, Florida, working with DAKOTA WEALTH, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Peter John Raimondi charge for services?

Peter John Raimondi's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAKOTA WEALTH, LLC?

DAKOTA WEALTH, LLC has approximately 84 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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