Peter Alan Biltekoff

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
SC	RA	APPROVED	2018-01-24

Branch Locations

Charleston, SC • United States

6245 Sheridan Dr, Williamsville, NY 14221 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691	Buffalo	NY	02/2007	Present
Bank Of America, N.A.	Williamsville	NY	05/2011	Present

02/2007 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

Buffalo, NY
05/2011 → Present

Bank Of America, N.A.

Williamsville, NY

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-06-23
S63	Uniform Securities Agent State Law Examination	1985-05-06