Peter Banta
Investment adviser representative at Beyond Wealth Management Group, LLC
10 yearsExperience
1 stateRegistered in
$139.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Beyond Wealth Management Group, LLCJul 2024 to now
- Kc Engineering and Land SurveyingJun 2022 to Jul 2024
- Rbt Cpa's, LLPMar 2021 to Jun 2022
- Bdo USA, LLPJan 2021 to Mar 2021
- Aquaduct Plumbing ServicesSep 2020 to Dec 2020
- ShopriteAug 2020 to Aug 2020
- UnemployedMay 2020 to Jul 2020
- StudentAug 2019 to May 2020
- Bdo USA, LLPJun 2019 to Aug 2019
- Beyond Wealth ManagementMay 2019 to Aug 2019
- StudentAug 2018 to May 2019
- TargetMay 2018 to Jul 2018
- StudentAug 2017 to May 2018
- Hudson Valley RenegadesMay 2017 to Aug 2017
- StudentAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beyond Wealth Management Group, LLC
$139.4MAssets managed
327Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7959575
- Firm CRD
- 293291