Peter D. Colicchia

BROOKWOOD INVESTMENT GROUP

Freehold, NJ

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CRD#: 5423063

Professional summary

Peter Domenick Colicchia, who also goes by Peter Dominic Colicchia, is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Freehold, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Peter has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Dominic Colicchia

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). PROTECTED GOALS, LLC; INVESTMENT RELATED; 80 WEST MAIN STREET, SUITE 2, FREEHOLD, NJ 07728; LIFE, HEALTH & FIXED ANNUITY SALES; LICENSED INSURANCE PRODUCER, SALES OF LIFE & FIXED ANNUITIES PRODUCTS; SINCE 04/2014; APPROX HOURS PER MONTH: 40; HOURS DURING TRADING: 20

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Domenick Colicchia'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

September 23, 2025 - Present

BROOKWOOD INVESTMENT GROUP

RIA

CRD#: 316544

Freehold, NJ

Past

August 16, 2022 - March 31, 2025

REDWOOD PRIVATE WEALTH

RIA

CRD#: 312942

FREEHOLD, NJ

Past

January 25, 2017 - December 31, 2022

NEW CENTURY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 146494

FREEHOLD, NJ

Past

October 21, 2014 - December 31, 2016

NEW CENTURY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 146494

FREEHOLD, NJ

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".

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 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

New Jersey
(9/23/2025)

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: 10/31/2007

Uniform Investment Adviser Law Examination

Current Firm

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

3930 E. Ray Road Suite 155, Phoenix, AZ 85044

Mailing Address

Phone number

(480) 646-3504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROOKWOOD INVESTMENT GROUP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	6,200
AUM (Assets Under Management)	$ 1,064,198,265

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 D. Colicchia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Domenick Colicchia's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKWOOD INVESTMENT GROUP

REDWOOD PRIVATE WEALTH

NEW CENTURY CAPITAL MANAGEMENT, LLC

NEW CENTURY CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

BROOKWOOD INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/31/2007

Current Firm

BROOKWOOD INVESTMENT GROUP

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROOKWOOD INVESTMENT GROUP

TRUST BUT VERIFY

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