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Peter Cahall

34 Years of Experience

Peter Cahall is a registered investment advisor at Capacuity LLC, based in Lake Mary, FL, with 34 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 85 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$10.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

300 International Parkway, Suite 350, Lake Mary, FL, 32746

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Peter is the unpaid Chairman of the Board for Quantum Group, a commercial printing company, since 1997. He provides leadership and oversight but has no client involvement.

Employment History
Current Registrations
Capacuity LLC
August 2018 - Present · 7 yrs 8 mos
Previous Registrations
Valmark Advisers, INC.
February 2018 - August 2018 · 6 mos
Valmark Securities, INC.Broker
January 2018 - August 2018 · 7 mos
Newport Group Securities, INC.Broker
August 2004 - March 2016 · 11 yrs 7 mos
Newport Group Securities, INC.
December 2002 - March 2016 · 13 yrs 3 mos
Manequity, INC.Broker
August 1986 - June 1989 · 2 yrs 10 mos
Capital Analysts, IncorporatedBroker
February 1974 - August 1984 · 10 yrs 6 mos
State Registrations2 states
FLTX
Advisor

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 Cahall - Financial Advisor | TrueAdvisor