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Peter J. Krzystek

CRD# 4269813·Registered 2000 - 2025
Previously Registered: Being a previously registered professional could mean that Peter is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Peter J. Krzystek was a registered financial advisor. Peter was a previously registered financial professional and started their career in finance 2000 - 2025. Peter had worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 53, Series 24, Series 4 and Series 27 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

Past

GLEN EAGLE WEALTH, LLCPast·CRD# 124504
BD
Kingston, NJ
October 31, 2018 - March 14, 2025
CFT SECURITIES, LLCPast·CRD# 46226
BD
Princeton, NJ
January 12, 2001 - January 2, 2019
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
New York, NY
September 26, 2000 - January 30, 2001

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Current Firm

GE
GLEN EAGLE WEALTH, LLC

CFT SECURITIES | GLEN EAGLE WEALTH, LLC | GLEN EAGLE TRADING | GLEN EAGLE ADVISORS, LLC | GLEN EAGLE ADVISORS LLC

CRD#: 124504 / SEC#: 8-65678
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

4422c Route 27, Kingston, NJ 08528-0399

Mailing Address

4422c Route 27 Po Box 399, Kingston, NJ 08528

Phone Number

(609) 631-8231

Established

Delaware since 06/19/2002

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (34 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
GLEN EAGLE INVESTMENTS INC.OWNER—
MICHEL, SUSAN ANNCEO - MANAGING MEMBER1680859
OBOYLE, JAMES PATRICK IVFINOP7142888
OBOYLE, JAMES PATRICK IVCHIEF COMPLIANCE OFFICER7142888

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2002About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2000About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jun 2005

Series 3 — National Commodity Futures Examination

Passed Nov 2000About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 2000About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Mar 2001About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Feb 2001About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed Jan 2001About the Series 4 exam

Series 27 — Financial and Operations Principal Examination

Passed Sep 2000About the Series 27 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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