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Peter William Tuz

Chase Investment Counsel Corp.

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About Peter William Tuz

Peter William Tuz is a registered investment advisor representative with Chase Investment Counsel Corp. in Charlottesville, Virginia. Peter has been in the industry since 1988 and holds Series 63, 65, 7 and 16 licenses. Peter also holds the designations of Certified Financial Planner and Chartered Financial Analyst. Peter specializes in providing financial planning, portfolio management and consulting services to individuals, families, corporations, and charitable organizations.

Firm Information

Peter Tuz is currently registered with Chase Investment Counsel Corp.. Chase Investment Counsel Corp. is a registered investment advisor headquartered in Charlottesville, Virginia. The firm provides financial planning, portfolio management for individuals, businesses, and investment companies, and consulting services. Chase Investment Counsel Corp. manages approximately $354,779,952 in regulatory assets under management for 110 clients, including high-net-worth individuals, corporations, and charitable organizations.
Chase Investment Counsel Corp.

350 OLD IVY WAY, SUITE 100

CHARLOTTESVILLE, VA 22903-4897

$354.78M

Assets Under Management

6

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

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

Percent of consulting, flat fee for financial planning

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Peter Tuz’s Registration & Firm History

VA

09/26/1997 - Present

Chase Investment Counsel Corp. (CHARLOTTESVILLE VA)

ME

10/04/2001 - 07/08/2013

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

12/05/1997 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

TN

02/26/1991 - 06/10/1997

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

LA

01/20/1988 - 01/08/1991

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC. (NEW ORLEANS LA)

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Licenses & Designations

IA

Issued 09/25/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/1990

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter William Tuz.
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