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PZ

Peter J. Zuleba

GLENMEDE INVESTMENT MANAGEMENT, LP
PHILADELPHIA, PA 19103
Some features on this profile are disabled
CRD#: 3081926
PZ

Professional summary

Peter John Zuleba III, who also goes by Peter J Zuleba III, Peter J Zuleba, is a registered financial advisor currently at GLENMEDE INVESTMENT MANAGEMENT, LP located in Philadelphia, Pennsylvania.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Peter has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter J Zuleba Iii | Peter J Zuleba

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 John Zuleba III'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 20, 2007 - Present

GLENMEDE INVESTMENT MANAGEMENT, LP

Office #1: 1650 Market Street Suite 1200, Philadelphia, PA 19103
RIA
CRD#: 108165
PHILADELPHIA, PA

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".
GI
GLENMEDE INVESTMENT MANAGEMENT, LP
GLENMEDE ADVISERS, INC | GLENMEDE INVESTMENT MANAGEMENT, LP

CRD#: 108165 / SEC#: 801-57826

RIA
Registered Investment Advisory firm - (8/25/2000 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
(3/20/2007)

Exams

Current Firm

GI
GLENMEDE INVESTMENT MANAGEMENT, LP
GLENMEDE ADVISERS, INC | GLENMEDE INVESTMENT MANAGEMENT, LP

CRD#: 108165 / SEC#: 801-57826

RIA
Registered Investment Advisory firm - (8/25/2000 Approved)
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Contact information

Main Address
1650 Market Street, One Liberty Place Suite 4000, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 419-6000
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLENMEDE INVESTMENT MANAGEMENT, LP FORM ADV, PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,174
AUM (Assets Under Management)$ 7,069,365,851

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/28/2023
Cover Page
Report
03/29/2022
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.

Company Information

GLENMEDE INVESTMENT MANAGEMENT, LP

CRD#: 108165Philadelphia, PA 19103

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