Peter Ponzio, financial advisor Doylestown PA
93 score

Peter Ponzio

CRD 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 32 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Doylestown PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
John Middleton, financial advisor Doylestown PA
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Doylestown PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
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
Contact Info for Peter J. Ponzio
Phone Number: 1.800.626.1027
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    542
    MILLIONS
  • Total Number of Accounts
    2,022
    ACCOUNTS
  • Average Account Value
    $268,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.