Peter Levine

Current Employers

Velara Wealth Management Inc.

481 8Th Avenue Suite 1130, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-08-24
CA	RA	APPROVED	2026-08-21
NJ	RA	APPROVED	2026-08-21
NY	RA	APPROVED	2026-08-21
TX	RA	APPROVED	2026-08-21

GA RA
APPROVED

Since 2026-08-24
CA RA
APPROVED

Since 2026-08-21
NJ RA
APPROVED

Since 2026-08-21
NY RA
APPROVED

Since 2026-08-21
TX RA
APPROVED

Since 2026-08-21

Branch Locations

481 8Th Avenue Suite 1130, New York, NY 10001 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	New York	NY	09/2005	03/2020
Ameriprise Financial Services, Llc	New York	NY	03/2020	08/2026
Velara Wealth Management Inc	Bronx	NY	08/2026	Present

09/2005 → 03/2020

Ameriprise Financial Services, Inc.

New York, NY
03/2020 → 08/2026

Ameriprise Financial Services, Llc

New York, NY
08/2026 → Present

Velara Wealth Management Inc

Bronx, NY

Previous Registrations

2021-03-26 → 2026-08-27

Ameriprise Financial Services, Llc

New York, NY

Bronx, NY

Other Businesses

Mr. Levine has a financial affiliated business as an independent insurance agent with. Approximately 10% of his time is spent on these activities

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-10-01

S63 Uniform Securities Agent State Law Examination

1999-10-01

Designations

Other Names

Peter Levine
Peter David Levine

View on SEC IAPD