DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Peter Edward Bianchetto
Feed of 09/14/2026
Also filed as Peter Edward Bianchetto
At current firm
14 y
since Oct 6, 2011
In the industry
29 y
since Oct 22, 1996 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
7
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cl Wealth Management LLC independent RIA currentsince Oct 6, 2011 · Schaumburg, Il
- Workman Securities Corporation unclassifiedJan 4, 2010 to Sep 30, 2011 · Eden Prairie, Mn
- Investors Capital Advisory formerJan 12, 2005 to Dec 31, 2009 · Lynnfield, Ma
- Eastern Point Advisors Inc. unclassifiedSep 10, 2003 to Dec 31, 2004
Moves
a registration end followed by a registration begin elsewhere
- Workman Securities Corporation to Cl Wealth Management LLCleft Sep 30, 2011, registered Oct 6, 2011 (6 days) · Other
- Investors Capital Advisory to Workman Securities Corporationleft Dec 31, 2009, registered Jan 4, 2010 (4 days) · Other
- Eastern Point Advisors Inc. to Investors Capital Advisoryleft Dec 31, 2004, registered Jan 12, 2005 (12 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address