Peter Zeuli has been Chief Executive Officer, Chief Financial Officer, Chief Operations Officer, Chief Compliance Officer of Philadelphia Investment Partners since February 2006, is a control person of the firm and directly owns 75% or more of it.
Philadelphia Investment Partners, LLC is a Voorhees, NJ firm with $176M under management, 145 clients and 2 advisers in one office, as of its March 2026 filing.
Peter Zeuli is Chief Investment Officer & Founder and Head Portfolio Manager of Philadelphia Investment Partners. He founded PIP Wealth in 2000. Zeuli focuses on managing value-added portfolios and guiding business owners through exits.
- – present · 10 yearsVoorhees, NJ · Adviser representative · Firm CRD 122733
- – · 7 yearsPhiladelphia, PA · Adviser representative · Firm CRD 122733
Professional designations
Listed by Philadelphia Investment Partners
- CFA
- CEPA
Investment adviser representative registrations
Peter Zeuli is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2016; the most recent is Texas, in August 2022.
- New JerseySince 27 January 2016
- PennsylvaniaSince 11 February 2021
- TexasResidentSince 4 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 28 January 2003 |
| Series 4 | Registered Options Principal Examination | 16 February 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 April 1997 |
| Series 7 | General Securities Representative Examination | 12 May 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 August 1992 |
- Name
- General Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Peter Christopher Zeuli
- CRD
- 2270832
- Firm
- Philadelphia Investment Partners · CRD 122733
- Role
- Chief Executive Officer, Chief Financial Officer, Chief Operations Officer, Chief Compliance Officer
- Office
- DEVONSHIRE, 1233 HADDONFIELD-BERLIN RD. UNIT 7, Voorhees, NJ 08043
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- piplp.com
Where does Peter Zeuli work?
Peter Zeuli has been Chief Executive Officer, Chief Financial Officer, Chief Operations Officer, Chief Compliance Officer of Philadelphia Investment Partners, LLC since February 2006, and is a control person of the firm.
Is Peter Zeuli a financial advisor?
Yes. Peter Zeuli has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Philadelphia Investment Partners since January 2016.
How many years of experience does Peter Zeuli have?
Peter Zeuli has 25 years in the financial industry, since November 2000, across 1 adviser firm.
What exams has Peter Zeuli passed?
Peter Zeuli has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 4 and Series 24. The earliest, the Series 6, was passed in August 1992.
Where did Peter Zeuli work before Philadelphia Investment Partners?
Before Philadelphia Investment Partners, Peter Zeuli was registered through Philadelphia Investment Partners, LP, June 2000 to December 2007.
Where is Peter Zeuli based?
Peter Zeuli’s registered office is in Voorhees, NJ.
Is Peter Zeuli registered with FINRA?
No. Peter Zeuli has no current broker registration.
Is Peter Zeuli a CFA charterholder?
Philadelphia Investment Partners lists Peter Zeuli with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Peter Zeuli’s record?
Search CRD 2270832 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Zeuli’s full registration record.