Peter James Laplaca

Employer firm

Composition Wealth, LLC CRD 143483

$9.47B regulatory AUM 184 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 09/2020 → 07/2021
  Boston Private Wealth Llc
  New York, NY
• 07/2021 → 03/2023
  Svb Wealth
  New York, NY
• 03/2023 → 09/2024
  First Citizens Investor Services, Inc.
  New York, NY
• 07/2016 → 09/2020
  Citi Private Advisory, Llc
  New York, NY
• 09/2024 → Present
  Composition Wealth, Llc
  Melville, NY
• 04/2014 → Present
  Berkeley College
  New York, NY

Previous Registrations

• 2020-10-07 → 2024-09-23
  Svb Wealth
  New York, NY
• 2007-05-29 → 2020-09-21
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
  Long Island City, NY
  New York, NY
  New York, NY
  New York, NY
  Long Island City, NY
  New York, NY
• 2004-11-09 → 2007-05-29
  Citicorp Investment Services
  New York, NY
  Port Jefferson Station, NY
  New York, NY

Other Businesses

1. BERKELEY COLLEGE, NEW YORK, NY NOT INVESTMENT BUSINESS RELATED AFFILIATION COMMENCED APRIL 2014. TITLE: ADJUNCT PROFESSOR; DUTIES: TEACH A CFP COURSE, UNDERGRADUATE COURSES NO TIME DEVOTED DURING SECURITIES TRADING HOURS AND 14 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. 2. Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-29
• S63 Uniform Securities Agent State Law Examination
  1994-03-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Peter Laplaca
• Peter James Laplaca
• Peter Ja Laplaca
• Peter Ja La Placa
• Peter Ja La Placa
• Pete Laplaca
• Peter Ja Laplaca