Peter Raimondi has been Chief Executive Officer of Dakota Wealth since May 2018, is a control person of the firm and directly owns under 5% of it.
Dakota Wealth, LLC is a Palm Beach Gardens, FL firm with $6.94B under management, 3,764 clients and 61 advisers across 22 offices, as of its August 2026 filing.
Peter Raimondi’s longest registration was 12 years at The Colony Group, LLC (1994–2006). Before joining Dakota Wealth in 2018, Peter Raimondi was registered through Dakota Wealth, LLC and Boston Private Wealth LLC.
- Dakota Wealth, LLCCurrent– present · 8 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 297987
- Dakota Wealth, LLC– · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 141137
- Boston Private Wealth LLC– · 1 yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 172832
- Banyan Partners, LLC– · 5 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 141398
- Wescott Financial Advisory Group LLC– · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 105989
- Shark Capital Management, LLC– · 1 yearBoston, MA · Adviser representative · Firm CRD 135106
- The Colony Group, LLC– · 12 yearsBoston, MA · Adviser representative · Firm CRD 111806
Investment adviser representative registrations
Peter Raimondi is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2018; the most recent is Texas, in May 2021.
- FloridaSince 18 October 2018
- MassachusettsSince 10 October 2018
- TexasResidentSince 19 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 12 July 1984 |
| Series 7 | General Securities Representative Examination | 19 May 1984 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter John Raimondi
- CRD
- 1264256
- Firm
- Dakota Wealth · CRD 297987
- Role
- Chief Executive Officer
- Office
- 11376 N. JOG ROAD, SUITE 101, Palm Beach Gardens, FL 33418-1752
- Registration
- Investment adviser registration
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Raimondi work?
Peter Raimondi has been Chief Executive Officer of Dakota Wealth, LLC since May 2018, and is a control person of the firm.
Is Peter Raimondi a financial advisor?
Yes. Peter Raimondi has a current investment-adviser registration in Florida, Massachusetts and Texas, through Dakota Wealth since October 2018.
How many years of experience does Peter Raimondi have?
Peter Raimondi has 27 years in the financial industry, since April 1999, across 7 adviser firms.
What exams has Peter Raimondi passed?
Peter Raimondi has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in May 1984.
Where did Peter Raimondi work before Dakota Wealth?
Before Dakota Wealth, Peter Raimondi was registered through Boston Private Wealth LLC, January 2015 to May 2016; Banyan Partners, LLC, June 2009 to November 2014; Wescott Financial Advisory Group LLC, December 2007 to February 2008; Shark Capital Management, LLC, June 2005 to July 2006; The Colony Group, LLC, April 1994 to July 2006.
Where is Peter Raimondi based?
Peter Raimondi’s registered office is in Palm Beach Gardens, FL.
Is Peter Raimondi registered with FINRA?
No. Peter Raimondi has no current broker registration.
How can I verify Peter Raimondi’s record?
Search CRD 1264256 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Raimondi’s full registration record.