Peter W. Tuz

CHASE INVESTMENT COUNSEL

Charlottesville, VA 22903-4897

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CRD#: 1507379

Professional summary

Peter William Tuz, CFP®, who also goes by Peter W Tuz, is a registered financial advisor currently at CHASE INVESTMENT COUNSEL CORPORATION located in Charlottesville, Virginia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Peter has worked at 5 firms and has passed the Series 65, Series 63, Series 16 and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Peter W Tuz

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) - RIA

Click below to view Peter William Tuz'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 26, 1997 - Present

CHASE INVESTMENT COUNSEL CORPORATION

Office #1: 350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897

RIA

CRD#: 104648

Charlottesville, VA

Past

October 4, 2001 - July 8, 2013

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

December 5, 1997 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

February 26, 1991 - June 10, 1997

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

January 20, 1988 - January 8, 1991

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

CRD#: 414

NEW ORLEANS, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHASE INVESTMENT COUNSEL CORPORATION

CHASE INVESTMENT COUNSEL CORP | CHASE INVESTMENT COUNSEL CORPORATION

CRD#: 104648 / SEC#: 801-3396

RIA

Registered Investment Advisory firm - (3/5/1964 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/6/2015)

IAR

Virginia
(9/26/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/25/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/22/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 16

Date: 9/28/1990

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 1/16/1988

General Securities Representative Examination

Current Firm

CHASE INVESTMENT COUNSEL CORPORATION

CHASE INVESTMENT COUNSEL CORP | CHASE INVESTMENT COUNSEL CORPORATION

CRD#: 104648 / SEC#: 801-3396

RIA

Registered Investment Advisory firm - (3/5/1964 Approved)

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Contact information

Main Address

350 Old Ivy Way, Suite 100, Charlottesville, VA 22903-4897

Mailing Address

Phone number

(434) 293-9104

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHASE INVESTMENT COUNSEL ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 452,198,390

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/20/2024	Cover Page	Report
09/22/2023	Cover Page	Report
01/26/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Peter W. Tuz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter William Tuz's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

FIRST FUND DISTRIBUTORS, INC.

MORGAN KEEGAN & COMPANY, LLC

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

Primary Firm SEC Registration

CHASE INVESTMENT COUNSEL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/1997

Series 63

Date: 1/22/1988

Series 16

Date: 9/28/1990

Series 7

Date: 1/16/1988

Current Firm

CHASE INVESTMENT COUNSEL CORPORATION

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHASE INVESTMENT COUNSEL CORPORATION

TRUST BUT VERIFY

Contact information

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