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Peter Martin Conniff

Asset Allocation & Research LLC

Ridgewood, NJ

Castlestone Management LLC

Ridgewood, NJ

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Current Employers
Asset Allocation & Research Llc

Ridgewood, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-19
  • NJ RA
    APPROVED
    Since 2025-11-19

Branch Locations

Ridgewood, NJ • United States

Castlestone Management Llc

143 East Ridgewood Ave Box 510, Ridgewood, NJ 07450 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-03-20
  • NJ RA
    APPROVED
    Since 2019-03-20

Branch Locations

143 East Ridgewood Ave Box 510, Ridgewood, NJ 07450 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Castlestone Management Llc Jersey City NJ 11/2016 Present
Unemployed Ridgewood NJ 06/2016 11/2016
Asset Allocation & Reserach Ridgewood NJ 10/2025 Present
  • 11/2016 → Present
    Castlestone Management Llc
    Jersey City, NJ
  • 06/2016 → 11/2016
    Unemployed
    Ridgewood, NJ
  • 10/2025 → Present
    Asset Allocation & Reserach
    Ridgewood, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-05
S65 Uniform Investment Adviser Law Examination 1999-03-26
S63 Uniform Securities Agent State Law Examination 1989-02-16
  • S66 Uniform Combined State Law Examination
    2015-03-05
  • S65 Uniform Investment Adviser Law Examination
    1999-03-26
  • S63 Uniform Securities Agent State Law Examination
    1989-02-16

View on SEC IAPD

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