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 31 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Brighton Financial Planning
Academy Wealth Advisers, LLC
|Investment Professionals,inc.||Doylestown, PA||Mar 2016 - Current||< 1|
|Eagleview Advisors, Inc.||Doylestown, PA||Aug 2014 - Current||2|
|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 Management542MILLIONS
Total Number of Accounts2,022ACCOUNTS
Average Account Value$268,161
- 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, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.