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Peter Morris Seyler

Integrated Capital Management, Inc.

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About Peter Morris Seyler

Peter Morris Seyler is a registered investment advisor representative with Integrated Capital Management, Inc., based in Jessup, PA. Peter has been in the industry for over 17 years, working with individuals, high-net-worth individuals, pension plans, and charitable organizations. Peter holds the Series 7, 65, and 66 licenses. Peter provides a range of services, including portfolio management for individuals and businesses, as well as pension consulting.

Firm Information

Peter Seyler is currently registered with Integrated Capital Management, Inc.. Integrated Capital Management, Inc. is an investment advisory firm located in Jessup, PA. The firm offers portfolio management services to individuals, businesses, and pension plans. They manage over $197 million in assets for approximately 850 accounts. The firm's client base includes individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Integrated Capital Management, Inc. participates in wrap fee programs.
Integrated Capital Management, Inc.

THE TEKRIDGE CENTER

JESSUP, PA 18434

$197.03M

Assets Under Management

8

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Assets under advisement

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Peter Seyler’s Registration & Firm History

PA

01/20/2022 - Present

Integrated Capital Management, Inc. (JESSUP PA)

MD

06/06/2012 - 09/05/2013

PARK AVENUE SECURITIES LLC (BETHESDA MD)

PA

09/09/2008 - 03/09/2012

PARK AVENUE SECURITIES LLC (BETHLEHEM PA)

PA

02/01/2006 - 07/30/2008

PNC INVESTMENTS (EASTON PA)

OH

05/02/2005 - 07/20/2005

NATIONWIDE SECURITIES, INC. (COLUMBUS OH)

CT

07/28/2004 - 05/02/2005

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 08/04/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Morris Seyler.
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