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Peyton Michael Vostenak

Valley Forge Investment Consultants, Inc.

Audubon, PA

CRD 7893739

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Employer firm

Valley Forge Investment Consultants, Inc. CRD 123898

$3.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Valley Forge Investment Consultants, Inc.

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-12
  • PA RA
    APPROVED
    Since 2026-04-12

Branch Locations

2500 Monroe Blvd. Suite 100, Audubon, PA 19403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rtd Financial Advisors Inc Philadelphia PA 04/2024 02/2026
Rtd Financial Philadelphia PA 07/2023 12/2025
Sei Investments Oaks PA 06/2022 07/2023
N/A N/A NJ 03/2014 05/2022
Rtd Financial Philadelphia PA 01/2026 02/2026
Valley Forge Investment Consultants, Inc. Audubon PA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13

View on SEC IAPD

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