Unclaimed Profile

Peter William Tuz

CHASE INVESTMENT COUNSEL CORPORATION·CHARLOTTESVILLE, Virginia

Series 7, Series 16, Series 63, Series 65Clean record28 years registeredCHASE INVESTMENT COUNSEL CORPORATION

350 OLD IVY WAY, SUITE 100, CHARLOTTESVILLE, VA 22903-4897CRD# 1507379Firm CRD# 104648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter William Tuz · CHARLOTTESVILLE, VA

Registration

CRD #1507379 · CHASE INVESTMENT COUNSEL CORPORATION · 28 years registered

Brand Profile

Not yet started

Career History

CHASE INVESTMENT COUNSEL CORPORATION

Sep 1997 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 16

Series 63

Series 65

Registration record

First registered · September 26, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHASE INVESTMENT COUNSEL CORPORATION

CRD 104648 · SEC 801-3396

AUM

$355M

Regulatory assets under management

Employees

110 client accounts

Services offered by CHASE INVESTMENT COUNSEL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CHASE INVESTMENT COUNSEL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Peter William Tuz offer?

Peter William Tuz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Peter William Tuz's credentials?

Peter William Tuz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter William Tuz located?

Peter William Tuz is based in CHARLOTTESVILLE, Virginia, working with CHASE INVESTMENT COUNSEL CORPORATION. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Peter William Tuz charge for services?

Peter William Tuz's firm is compensated through percentage of aum, hourly charges, other: percent of consulting, flat fee for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHASE INVESTMENT COUNSEL CORPORATION?

CHASE INVESTMENT COUNSEL CORPORATION has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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