PC
Peter C. Cisick
ON INVESTMENT MANAGEMENT CO
Collegeville, PA 19426
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CRD#: 2540154
PC
Professional summary
Peter Charles Cisick, ChFC®, CLU®, who also goes by Pete Cisick, Peter C Cisick, is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Collegeville, Pennsylvania and THE O.N. EQUITY SALES COMPANY located in Collegeville, Pennsylvania.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Peter has worked at 8 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pete Cisick | Peter C Cisick
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.
1)PETER CISICK; NOT INVESTMENT RELATED; 503 REGINALD LANE COLLEGEVILLE PA 19426; INSURANCE SALES; PRESIDENT; 09/1994 TO PRESENT; 100 HOURS PER MONTH INCLUDING TRADING HOURS; SALE AND SERVICE OF INDIVIDUAL AND GROUP LIFE, MEDICAL, DISABILITY, LONG TERM CARE AND FIXED ANNUITIES. 2). Airbnd Rental; Not investment related; 84 Estates Drive, Lake Harmony PA 18624; vacation rental; own with spouse; 5 hours/month (0 during securities trading hours/month); have owned house for 20 years recently started renting part time since it sits vacant the majority of the year.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Charles Cisick's 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®
Experience
Current
April 19, 2016 - Present
ON INVESTMENT MANAGEMENT CO
Office #1: 503 Reginald Lane, Collegeville, PA 19426RIA
CRD#: 105662
Collegeville, PA
Current
July 7, 2004 - Present
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
COLLEGEVILLE, PA
Past
April 4, 2003 - June 25, 2004
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
April 4, 2003 - June 25, 2004
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
July 6, 2000 - April 15, 2003
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
CINCINNATI, OH
Past
April 22, 1998 - July 6, 2000
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
June 13, 1995 - May 6, 1998
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
November 7, 1994 - June 13, 1995
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
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".
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)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.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
Alabama(6/30/2025)
RR
Arizona(9/5/2025)
RR
California(9/6/2016)
RR
Colorado(6/11/2025)
RR
Delaware(7/7/2004)
IAR
Delaware(2/27/2017)
RR
Florida(7/7/2004)
RR
Georgia(6/14/2021)
IAR
Georgia(3/31/2025)
RR
Illinois(6/17/2019)
RR
Iowa(10/10/2014)
RR
Kentucky(1/25/2018)
RR
Maryland(10/30/2017)
IAR
Maryland(4/21/2023)
RR
Massachusetts(9/5/2025)
RR
Michigan(12/12/2022)
RR
Minnesota(10/24/2025)
RR
Missouri(6/13/2025)
RR
Nevada(6/20/2022)
RR
New Hampshire(1/5/2021)
RR
New Jersey(8/19/2004)
IAR
New Jersey(4/19/2017)
RR
New York(1/25/2018)
RR
North Carolina(12/12/2022)
RR
Ohio(6/26/2025)
RR
Oklahoma(6/24/2021)
RR
Pennsylvania(7/7/2004)
IAR
Pennsylvania(4/19/2016)
RR
South Carolina(3/18/2015)
RR
Texas(10/17/2022)
RR
Virginia(4/20/2022)
RR
West Virginia(1/2/2025)
RR
Wyoming(8/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Financial Way, Cincinnati, OH 45242
Mailing Address
P.o. Box 371, Cincinnati, OH 45201-0371
Phone number
(855) 262-0913
Established
Firm type
Fiscal year end
# of Employees
3,193
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,053 |
| AUM (Assets Under Management) | $ 2,376,953,646 |
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.
