Peter Quigley has been an investment adviser representative at Holos Integrated Wealth since January 2026, and is not listed among the firm’s executive officers or direct owners. Peter Quigley holds a B.A. from the University of Wisconsin, Madison and an M.A. from the University of Wisconsin, Madison.
Holos Integrated Wealth, LLC is a Kennett Square, PA firm with $233M under management, 225 clients and 3 advisers in one office, as of its February 2026 filing.
Peter Quigley has joined Holos Integrated Wealth to expand the resources available to his clients. He has nearly three decades of experience helping individuals and families plan for retirement, generate income and pursue long-term financial security. Before joining Holos, he founded Renvyle Partners in 2006 after serving as a client adviser with Royal Bank of Canada Wealth Management.
Peter Quigley’s longest registration was 19 years at Renvyle Partners, LLC (2006–2026). Before joining Holos Integrated Wealth in 2026, Peter Quigley was registered through Corestates Capital Advisors, LLC and Renvyle Partners, LLC.
- Holos Integrated WealthCurrent– present · under a yearKennett Square, PA · Adviser representative · Firm CRD 329884
- Corestates Capital Advisors, LLC– · under a yearNewtown, PA · Adviser representative · Firm CRD 137697
- Renvyle Partners, LLC– · 19 yearsDoylestown, PA · Adviser representative · Firm CRD 140201
- RBC Dain Rauscher Inc.– · 1 yearMadison, WI · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Peter Quigley is registered as an investment adviser representative in Pennsylvania, since January 2026.
- PennsylvaniaSince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 1994 |
| Series 7 | General Securities Representative Examination | 5 April 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter Walfreid Quigley
- CRD
- 2464740
- Firm
- Holos Integrated Wealth · CRD 329884
- Office
- 224 EAST STREET RD., OFFICE B2AB, Kennett Square, PA 19348
- Registration
- Investment adviser registration
- In the industry since
- April 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- holosiw.com
Where does Peter Quigley work?
Peter Quigley is an investment adviser representative registered through Holos Integrated Wealth, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Peter Quigley a financial advisor?
Yes. Peter Quigley has a current investment-adviser registration in Pennsylvania, through Holos Integrated Wealth since January 2026.
How many years of experience does Peter Quigley have?
Peter Quigley has 21 years in the financial industry, since April 2005, across 4 adviser firms.
What exams has Peter Quigley passed?
Peter Quigley has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 1994.
Where did Peter Quigley work before Holos Integrated Wealth?
Before Holos Integrated Wealth, Peter Quigley was registered through Corestates Capital Advisors, LLC, May 2011 to February 2012; RBC Dain Rauscher Inc., April 2005 to May 2006.
Where is Peter Quigley based?
Peter Quigley’s registered office is in Kennett Square, PA.
Is Peter Quigley registered with FINRA?
No. Peter Quigley has no current broker registration.
How can I verify Peter Quigley’s record?
Search CRD 2464740 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Quigley’s full registration record.