AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PZ

Peter G. Ziv

ZIV INVESTMENT COMPANY
Chicago, IL 60604-2983
Some features on this profile are disabled
CRD#: 1178100
PZ

Professional summary


Peter Gordon Ziv, who also goes by Peter G Ziv, is a registered financial professional currently at ZIV INVESTMENT COMPANY located in Chicago, Illinois.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1992. Peter has worked at 1 firm and has passed the Series 63, Series 52TO, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 14, Series 53, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter G Ziv

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Peter Gordon Ziv's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 23, 1992 - Present

ZIV INVESTMENT COMPANY

Office #1: 141 W. Jackson Blvd Suite 2095, Chicago, IL 60604-2983Office #2: 141 W. Jackson Blvd Suite # 2095, Chicago, IL 60604-2983
RIA
BD
CRD#: 4316
Chicago, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/4/2004)
RR
Illinois
(4/22/1992)
RR
North Carolina
(1/12/2024)
RR
Washington
(12/21/2022)
RR
Wisconsin
(1/10/2024)
RR
Wyoming
(4/13/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 4/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/6/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/17/1999
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ZIV INVESTMENT COMPANY
ZIV INVESTMENT COMPANY
ZIV INVESTMENT COMPANY

CRD#: 4316 / SEC#: , 8-18119

Delaware
Registered Investment Advisory firm - SEC (11/3/2017 Approved)
Illinois
Registered Investment Advisory firm - SEC (7/9/2020 Approved)
Pennsylvania
Registered Investment Advisory firm - SEC (4/23/2025 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
141 W. Jackson Blvd Suite 2095, Chicago, IL 60604
Mailing Address
141 W. Jackson Blvd Suite # 2095, Chicago, IL 60604-2983
Phone number
(312) 427-7208
Established
Delaware since 10/29/1969
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
5

FINRA licenses (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ZIV, PETER GORDONPRESIDENT, SROP/CROP, CHIEF COMPLIANCE OFFICER (BROKER DEALER ACTIVITIES)1178100
LAMBERT, PAMELA RFINANCIAL AND OPERATIONS PRINCIPAL, CHIEF COMPLIANCE OFFICER (ADVISORY BUSINESS ONLY)4373088

Regulatory assets under management


Total Number of Accounts12
AUM (Assets Under Management)$ 22,915,455

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ZIV INVESTMENT COMPANY

ZIV INVESTMENT COMPANY

CRD#: 4316Chicago, IL 60604-2983

TRUST BUT VERIFY

Monitor Peter Ziv

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics