Peter Jonathon Rodick
Investment Adviser Representative at Capital Analysts
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter Jonathon Rodick is an investment adviser representative in Cranford, NJ, currently registered with Capital Analysts and Lincoln Investment. They have worked in the securities industry since 2020. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
7 states and territories
Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln InvestmentNov 2020 – no end date reportedFort Washington, PA
- Jockey Hollow Bar & KitchenJun 2017 – Aug 2019Morristown, NJ
- Nespolo RistoranteAug 2019 – Nov 2019Flemington, NJ
- Unemployed , N/AJan 2009 – Jun 2017N/a, NJ
- Bergin AgencyFeb 2020 – no end date reportedCranford, NJ
- Capital AnalystsFeb 2021 – no end date reportedFort Washington, PA
- Lincoln InvestmentFeb 2021 – no end date reportedFort Washington, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Analysts
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- First $500,0000.15%
- Next $500,0000.12%
- Next $1,000,0000.10%
- Over $2,000,0000.08%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 633
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Washington, PA
- SEC file number:
- 801-74614
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 20, 2026
View full firm profileOther advisors at Capital Analysts
Showing 12 of 633 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Jonathon Rodick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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