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Peter Benjamin Levin

Cantor Fitzgerald Investment Advisors

New York, NY

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Current Employers
Cantor Fitzgerald Investment Advisors

110 East 59Th Street 7Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-20
  • FL RA
    APPROVED
    Since 2021-07-20

Branch Locations

110 East 59Th Street 7Th Floor, New York, NY 10022 • 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
Ivy Distributors, Inc Shawnee Mission KS 03/2007 04/2021
Waddell & Reed, Inc. Overland Park KS 03/2007 08/2020
Cantor Fitzgerald & Co. Tampa FL 05/2021 Present
Cantor Fitzgerald Investment Advisors New York NY 05/2021 Present
  • 03/2007 → 04/2021
    Ivy Distributors, Inc
    Shawnee Mission, KS
  • 03/2007 → 08/2020
    Waddell & Reed, Inc.
    Overland Park, KS
  • 05/2021 → Present
    Cantor Fitzgerald & Co.
    Tampa, FL
  • 05/2021 → Present
    Cantor Fitzgerald Investment Advisors
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-03
S63 Uniform Securities Agent State Law Examination 1993-11-02
  • S65 Uniform Investment Adviser Law Examination
    2021-06-03
  • S63 Uniform Securities Agent State Law Examination
    1993-11-02
Other Names
  • Peter Benjamin Levin
  • Peter B Levin

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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