Peter PonzioCRD Number: 1270279
Current Firm: Penn Investment Advisors, Inc.
Peter Ponzio (CRD# 1270279) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 33 years of experience in the finance industry.
Brighton Financial Planning
Clothier Springs Capital Management, LLC
Academy Wealth Advisers, LLC
|Investment Professionals,inc.||Doylestown, PA||Mar 2016 - Current||2|
|Eagleview Advisors, Inc.||Doylestown, PA||Aug 2014 - Current||3|
|Eagleview Securities, Inc.||Doylestown, PA||Jan 2015 - Mar 2016||1|
|First Savings Securities, Inc.||Doylestown, PA||Aug 2014 - Jan 2015||< 1|
|Lpl Financial, LLC||Mercerville, NJ||Oct 2012 - Aug 2014||1|
|Dvfg Companies, Inc.||King Of Prussia, PA||Aug 2011 - Sep 2013||2|
|Longview Financial Advisors, Llc (ria)||King Of Prussia, PA||Nov 2005 - Jul 2013||7|
|Sunbelt Securities Inc.||Houston, TX||Dec 2010 - Oct 2012||1|
|Longview Capital Management LLC||Wilmington, DE||Dec 2008 - Aug 2011||2|
|Evolve Securities, Inc.||Mt. Laurel, NJ||Dec 2008 - Dec 2010||2|
|Longview Financial Partners, LLC||Mt. Laurel, NJ||Nov 2005 - Dec 2010||5|
|Ing Financial Partners||Mt. Laurel, NJ||Apr 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management539MILLIONS
Total Number of Accounts1,573ACCOUNTS
Average Account Value$342,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
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