Peter Stuart Edelstein

Current Employers

Employment History

• 04/2016 → Present
  Kestra Investment Services, Llc.
  Rochester, NY
• 04/2016 → Present
  Kestra Advisory Services, Llc.
  Rochester, NY
• 07/2013 → Present
  Regent Financial Group
  Pittsford, NY

Other Businesses

Busi Name: Regent Financial Group, LLC Investment Related: Yes Address: 1080 Pittsford Victor Rd., Suite 301 Pittsford NY 14534 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Financial Advisor Start Date: 7/1/2013 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Manage client relationships, financial planning, investment management, business development. Busi Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Busi Name: HAMMER DOWN FIREARMS TRAINING POSITION: Firearms instructor NATURE: Firearms Instruction INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 21 Inglewood Dr., Rochester NY 14619 DESCRIPTION: Instruct people how to properly & safely operate & handle firemarms. Improve clients marksmanship with firearms.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-06
• S65 Uniform Investment Adviser Law Examination
  1995-03-06
• S63 Uniform Securities Agent State Law Examination
  1993-05-17

Designations