Peter Oldziey is a CFP-designated registered investment advisor, based in Dover, DE, with 40 years of industry experience.
15 Park Drive, Dover, DE, 19901
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Peter is an independent insurance agent since 1983, selling disability, fixed annuities, life/accident/health, and long-term care insurance, dedicating about 60 hours per month. He is also an Investment Advisor Representative with Vicus Capital, Inc., spending about 40 hours per month, and owns Peter Oldziey & Associates, PA, a financial services firm, dedicating about a quarter of his time.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.