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Peter J. Strzelecki

PHILADELPHUS CAPITAL
MISSION VIEJO, CA 92692
Some features on this profile are disabled
CRD#: 5952886
PS

Professional summary

Peter Jordan Strzelecki, who also goes by Peter Strzelecki, is a registered financial advisor currently at PHILADELPHUS CAPITAL located in Mission Viejo, California.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Peter has worked at 3 firms and has passed the Series 65 and Series 99 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter Strzelecki

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 Jordan Strzelecki'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®
None

Experience

Current

November 20, 2025 - Present

PHILADELPHUS CAPITAL

Office #1: 26271 Ganiza, Mission Viejo, CA 92692
RIA
CRD#: 336140
MISSION VIEJO, CA
Past

January 13, 2020 - February 29, 2024

MUNTZ FINANCIAL, LLC

RIA
CRD#: 145971
Marina Del Rey, CA
Past

August 22, 2013 - August 28, 2018

MUNTZ FINANCIAL, LLC

RIA
CRD#: 145971
AMBLER, PA
Past

September 7, 2012 - April 30, 2013

KGS-ALPHA CAPITAL MARKETS, L.P.

BD
CRD#: 151705
NEW YORK, NY

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
California
(11/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99
Date: 9/6/2012
Operations Professional Examination

Current Firm

PC
PHILADELPHUS CAPITAL
PHILADELPHUS CAPITAL | PJ9K ADVISORS LLC | PJ9K ADIVISORS LLC | PHILADELPHUS CAPITAL LLC

CRD#: 336140 / SEC#:

California
Registered Investment Advisory firm - (11/20/2025 Approved)
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Contact information

Main Address
13914 Bora Bora Way, Apt D120, Marina Del Rey, CA 90292
Mailing Address
Phone number
(215) 867-9347
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

PHILADELPHUS CAPITAL

CRD#: 336140Mission Viejo, CA 92692

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