Peter Tuz, financial advisor Charlottesville VA

Peter Tuz

CRD Number: 1507379
Current Firm: Chase Investment Counsel Corporation
Compensation Model: Fee Only
Peter Tuz (CRD# 1507379) is an Investment Advisor Representative working at Chase Investment Counsel Corporation in Charlottesville, VA and has over 28 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Chase Investment Counsel Corp. Charlottesville, VA Jun 1997 - Current 22
Quasar Distributors, LLC Milwaukee, WI Oct 2001 - Jul 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Peter W. Tuz
By the Numbers
  • Total Assets Under Management
    275
    MILLIONS
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $3,194,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, VA

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Clean Record
This advisor has a clean track record with regulators.

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