Peter Marmaras is a CFP, ChFC-designated registered investment advisor, based in Bethlehem, PA, with 37 years of industry experience.
Location
3101 Emrick, Suite 315, Bethlehem, PA, 18020
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Regulatory History (1)
Customer Dispute
August 2017Other Business ActivitiesSells Insurance
Peter is an investment advisor representative at Vicus Capital, Inc. and a founding partner at Marmaras & Smith, LLC, dedicating full-time hours to these roles; he also sells fixed insurance and various insurance products including life, health, disability, annuities, fixed index annuities, and long-term care. Peter also serves in various roles including finance team leader at Wesley United Methodist Church, board member for Fighting Children's Cancer Foundation, trustee/advisor for Bertha Bowe Trust, treasurer for Trueblood Performing Arts Center Inc., plan admin/trustee for Marmaras & Smith Cash Balance Plan Trust, owner of Peter Marmaras & Co. LLC, and owner of a rental property.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Vicus Capital, INC.
Previous Registrations
Walnut Street Securities, INC.Broker
Marmaras & Smith, LLC.
Nathan & Lewis Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations30 states
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.