Peter C. Zeuli

PHILADELPHIA INVESTMENT PARTNERS

VOORHEES, NJ 08043

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CRD#: 2270832

Professional summary

Peter Christopher Zeuli is a registered financial advisor currently at PHILADELPHIA INVESTMENT PARTNERS, LLC located in Voorhees, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Peter has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

A.) MGZ Properties, LLC - TIME SPENT EQUATES TO APPROXIMATELY 2 HOURS PER MONTH - START DATE DECEMBER 1998 TO PRESENT B.) HILLCREST DEVELOPMENT CORP. - TREASURER OF FIRM - TIME SPENT EQUATES TO APPROXIMATELY 5 HOURS PER MONTH - START DATE MAY 2007 TO PRESENT C.) PHILADELPHIA INVESTMENT PARTNERS, LLC - Investment Management Practice - Managing Partner - Jan. 2001 to Present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Christopher Zeuli'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

January 27, 2016 - Present

PHILADELPHIA INVESTMENT PARTNERS, LLC

Office #1: Devonshire 1233 Haddonfield-berlin Rd. Unit 7, Voorhees, NJ 08043

RIA

CRD#: 122733

VOORHEES, NJ

Past

June 10, 2003 - June 27, 2005

MAPLEWOOD INVESTMENTS, INC.

CRD#: 103723

DALLAS, TX

Past

June 19, 2002 - January 9, 2003

NYPPEX, LLC

CRD#: 47654

LANSING, MI

Past

June 1, 2000 - December 31, 2007

PHILADELPHIA INVESTMENT PARTNERS, LLC

RIA

CRD#: 122733

PHILADELPHIA, PA

Past

February 17, 2000 - June 14, 2002

AUGMENT SECURITIES INC.

CRD#: 28373

NEW YORK, NY

Past

June 25, 1997 - March 29, 2000

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

September 8, 1994 - May 7, 1997

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

August 28, 1992 - September 13, 1994

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

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".

PHILADELPHIA INVESTMENT PARTNERS, LLC

PHILADELPHIA INVESTMENT PARTNERS, LLC | PHILADELPHIA INVESTMENT PARTNERS, LP

CRD#: 122733 / SEC#: 801-132996

RIA

Registered Investment Advisory firm - (6/13/2025 Approved)

New Jersey

Registered Investment Advisory firm - (7/11/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/11/2021 Approved)

Texas

Registered Investment Advisory firm - (8/4/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(1/27/2016)

IAR

Pennsylvania
(2/11/2021)

IAR

Texas
(8/4/2022)

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: 4/9/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/12/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/26/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/28/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 2/16/1998

Registered Options Principal Examination

Current Firm

PHILADELPHIA INVESTMENT PARTNERS, LLC

PHILADELPHIA INVESTMENT PARTNERS, LLC | PHILADELPHIA INVESTMENT PARTNERS, LP

CRD#: 122733 / SEC#: 801-132996

RIA

Registered Investment Advisory firm - (6/13/2025 Approved)

New Jersey

Registered Investment Advisory firm - (7/11/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/11/2021 Approved)

Texas

Registered Investment Advisory firm - (8/4/2022 Conditional Restricted)

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Contact information

Main Address

Devonshire 1233 Haddonfield-berlin Rd. Unit 7, Voorhees, NJ 08043

Mailing Address

Phone number

(856) 210-6779

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

PHILADELPHIA INVESTMENT PARTNERS LLC FIRM BROCHURE (FORM ADV 2A+2BS) DTD 06-05-2025 (6/6/2025)

Regulatory assets under management

Total Number of Accounts	307
AUM (Assets Under Management)	$ 140,813,547

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.

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Peter C. Zeuli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Christopher Zeuli's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAPLEWOOD INVESTMENTS, INC.

NYPPEX, LLC

PHILADELPHIA INVESTMENT PARTNERS, LLC

AUGMENT SECURITIES INC.

CORECAP INVESTMENTS, LLC

LPL FINANCIAL LLC

OSAIC FS, INC.

Primary Firm SEC Registration

PHILADELPHIA INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/9/1997

Series 63

Date: 12/16/1992

Series 7

Date: 5/12/1994

Series 6

Date: 8/26/1992

Series 24

Date: 1/28/2003

Series 4

Date: 2/16/1998

Current Firm

PHILADELPHIA INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PHILADELPHIA INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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