Peter W. Quigley

HOLOS INTEGRATED WEALTH

Kennett Square, PA 19348

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CRD#: 2464740

Professional summary

Peter Walfreid Quigley, who also goes by Peter Walfrid Quigley, is a registered financial advisor currently at HOLOS INTEGRATED WEALTH located in Kennett Square, Pennsylvania.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Peter has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Walfrid Quigley

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 Walfreid Quigley'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 30, 2026 - Present

HOLOS INTEGRATED WEALTH

Office #1: 224 East Street Rd. Office B2ab, Kennett Square, PA 19348

RIA

CRD#: 329884

Kennett Square, PA

Past

May 5, 2011 - February 21, 2012

CORESTATES CAPITAL ADVISORS, LLC

RIA

CRD#: 137697

NEWTOWN, PA

Past

April 26, 2006 - March 12, 2026

RENVYLE PARTNERS, LLC

RIA

CRD#: 140201

DOYLESTOWN, PA

Past

April 19, 2005 - May 4, 2006

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MADISON, WI

Past

March 2, 1998 - May 4, 2006

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

October 18, 1996 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

June 9, 1994 - October 23, 1996

HARBOUR INVESTMENTS, INC.

CRD#: 19258

MADISON, WI

Past

April 7, 1994 - June 9, 1994

COORDINATED CAPITAL SECURITIES, INC.

CRD#: 14762

FORT ATKINSON, WI

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".

HOLOS INTEGRATED WEALTH

HOLOS INTEGRATED WEALTH | HOLOS INTEGRATED WEALTH, LLC

CRD#: 329884 / SEC#: 801-129668

RIA

Registered Investment Advisory firm - (3/13/2024 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

Pennsylvania
(1/30/2026)

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: 11/13/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/5/1994

General Securities Representative Examination

Current Firm

HOLOS INTEGRATED WEALTH

HOLOS INTEGRATED WEALTH | HOLOS INTEGRATED WEALTH, LLC

CRD#: 329884 / SEC#: 801-129668

RIA

Registered Investment Advisory firm - (3/13/2024 Approved)

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Contact information

Main Address

224 East Street Rd. Office B2ab, Kennett Square, PA 19348

Mailing Address

Phone number

(484) 893-4599

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	560
AUM (Assets Under Management)	$ 173,000,000

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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Firm Stability Insights

Peter W. Quigley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Walfreid Quigley's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLOS INTEGRATED WEALTH

CORESTATES CAPITAL ADVISORS, LLC

RENVYLE PARTNERS, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

HARBOUR INVESTMENTS, INC.

COORDINATED CAPITAL SECURITIES, INC.

Primary Firm SEC Registration

HOLOS INTEGRATED WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/1996

Series 63

Date: 4/7/1994

Series 7

Date: 4/5/1994

Current Firm

HOLOS INTEGRATED WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOLOS INTEGRATED WEALTH

TRUST BUT VERIFY

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