AdvisorOS Directory
Claim Profile
PF

Peter Charles Forlenza

UBS SECURITIES LLC·NEW YORK, New York
Unclaimed Profile
1285 AVENUE OF THE AMERICAS, NEW YORK, NY 10019CRD# 2366985Firm CRD# 7654
01

About

Peter Charles Forlenza is a registered financial advisor based in NEW YORK, New York, affiliated with UBS SECURITIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
UBS SECURITIES LLC
UBS SECURITIES LLC
AUM
—
Regulatory assets under management
Employees
2700
Total firm employees
View all advisors at UBS SECURITIES LLC →
Services
Other
04

Background

Compensation
Other: FEE FOR SECURITIES TRADING IDEAS AND RESEARCH
Regulatory
SEC/IARD CRD# 2366985
Firm CRD# 7654
15 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Peter Charles Forlenza offer?
Peter Charles Forlenza is a registered financial advisor in NEW YORK, New York. Contact their office for details on services offered.
What are Peter Charles Forlenza's credentials?
Peter Charles Forlenza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Charles Forlenza located?
Peter Charles Forlenza is based in NEW YORK, New York, working with UBS SECURITIES LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Peter Charles Forlenza charge for services?
Peter Charles Forlenza's firm is compensated through other: fee for securities trading ideas and research. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS SECURITIES LLC?
UBS SECURITIES LLC has approximately 2700 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW YORK
Gabriel Justin Riopel — ROOSEVELT MANAGEMENT COMPANY LLCWilliam Huyett — MIO PARTNERS, INC.Remy Briand — MSCI ESG RESEARCH LLCGlenn Mathew Shor — J.F. LEHMAN AND COMPANY LLCHarvey Wacht — SHUFRO, ROSE & CO., LLC
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)
City Guides
ROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile