Peter Ream

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 04/2017
  Pnc Bank
  Pittsburgh, PA
• 11/2013 → 04/2017
  Pnc Investments
  Pittsburgh, PA
• 05/2017 → 06/2020
  Hsbc Bank Usa, N.A.
  Boca Raton, FL
• 05/2017 → 06/2020
  Hsbc Securities (Usa) Inc
  Boca Raton, FL
• 07/2020 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2020 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2017-05-23 → 2020-06-05
  Hsbc Securities (Usa) Inc.
  Boca Raton, FL
• 2013-12-02 → 2017-04-28
  Pnc Wealth Management Llc
  Boynton Beach, FL
  Boynton Beach, FL
  Wellington, FL
  Ft. Lauderdale, FL
  Boynton Beach, FL
• 2013-03-14 → 2013-11-20
  Securian Financial Services, Inc.
  Boca Raton, FL
• 2004-09-29 → 2006-01-20
  Morgan Stanley Dw Inc.
  Delray Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-03-12
• S63 Uniform Securities Agent State Law Examination
  2004-10-01
• S65 Uniform Investment Adviser Law Examination
  2004-09-27

Other Names

• Peter Wilmoth Ream
• Peter Wilmoth Ream Jr
• Peter Wilmoth Ream Jr
• Peter Wilmoth Ream