Peter Joseph Ponzio

Current Employers

Employment History

• 03/2016 → 02/2017
  Investment Professionals,Inc.
  Doylestown, PA
• 01/2015 → 03/2024
  Penn Investment Advisors, Inc
  Doylestown, PA
• 06/2018 → 06/2020
  Pts Brokerage, Llc
  Mount Laurel, NJ
• 05/2022 → 09/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2014 → 09/2022
  Penn Community Bank
  Perkasie, PA
• 10/2022 → Present
  Equitable Advisors Llc
  New York, NY

Previous Registrations

• 2015-01-12 → 2023-03-31
  Penn Investment Advisors, Inc.
  Bala Cynwyd, PA
• 2012-11-06 → 2014-08-12
  Lpl Financial Llc
  Mercerville, NJ
  Wynnewood, PA
• 2011-08-29 → 2013-07-18
  Longview Financial Advisors, Llc
  King Of Prussia, PA
• 2009-01-09 → 2011-08-30
  Longview Capital Management Llc
  Wilmington, DE
• 2007-02-06 → 2008-12-04
  Voya Financial Advisors, Inc.
  Marlton, NJ
  Windsor, CT
  Wilmington, DE
  Mt. Laurel, NJ

Other Businesses

1)VCS 4400 U.S HWY. 9 SOUTH FREEHOLD, NJ 07728, BOARD MEMBER, START DATE: 4/4/25, 3 HRS PER MO; 2) OUTSIDE INSURANCE BROKERAGE BUSINESS; 3) PPONZIO@PENNADVISORS.COM AND PENNADVISORS.COM; 4) VCSHR Foundation, Inc., 4400 US Highway 9 South Suite 3500 Freehold, NJ 07728, Member/Trustee of the Board of Trustees, The Board manages the business and affairs of the Foundation, Start Date: 5/1/2026, 4 HRS PER MO;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-13
• S63 Uniform Securities Agent State Law Examination
  1984-11-27

Other Names

• Peter J. Ponzio
• Pete Ponzio