Peter Christopher Zeuli
Investment adviser representative at Philadelphia Investment Partners, LLC
25 yearsExperience
3 statesRegistered in
CFADesignation
$176MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Philadelphia Investment Partners, LLCJan 2001 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Philadelphia Investment Partners, LLC
$176MAssets managed
145Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2270832
- Firm CRD
- 122733