PB
PB

Peter Beneke

38 Years of Experience
Huntington Station, NY
BrokerSells Insurance

Peter Beneke is a registered investment advisor, based in Huntington Station, NY, with 38 years of industry experience.

Location

720 East Jericho Turnpike Suite 1, Huntington Station, NY, 11746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Peter is an independent insurance agent for various independent insurance companies through New York Retirement Planning and Peter Beneke. He also works as an advisory representative of a RIA and is a notary public, dedicating minimal time to these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
July 2025 - Present · 10 mos
Cetera Investment Advisers LLC
July 2025 - Present · 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
April 2021 - July 2025 · 4 yrs 3 mos
Cambridge Investment Research Advisors, INC.
June 2017 - December 2020 · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
August 2015 - July 2025 · 9 yrs 11 mos
LPL Financial LLCBroker
December 1994 - August 2015 · 20 yrs 8 mos
W.J. Nolan & Company, INC.Broker
July 1991 - December 1994 · 3 yrs 5 mos
Ids Life Insurance CompanyBroker
April 1991 - June 1991 · 2 mos
American Express Financial Advisors INC.Broker
April 1991 - June 1991 · 2 mos
D. H. Blair & CO., INC.Broker
July 1987 - November 1990 · 3 yrs 4 mos
State Registrations6 states
CACOFLMANJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Peter Beneke - Financial Advisor | TrueAdvisor