Peter Jonathon Rodick
Investment adviser representative at Capital Analysts
17 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Capital AnalystsFeb 2021 to now
- Lincoln InvestmentNov 2020 to now
- Bergin AgencyFeb 2020 to now
- Nespolo RistoranteAug 2019 to Nov 2019
- Jockey Hollow Bar & KitchenJun 2017 to Aug 2019
- Unemployed , N/aJan 2009 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 yearsIn 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
- 7226442
- Firm CRD
- 162200