PC
PC

Peter Scott Cahall

34 Years of Experience
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
85 clients
Average Client Portfolio
$124.7M average
Assets Under Management
$10.6B

Fee Structure

Financial Planning:Investment management only
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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.

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 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 6 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
Exams
No exam information available for this advisor.