Peter Quigley
Advisor at Holos Integrated Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Holos Integrated Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Holos Integrated Wealth
Location
Kennett Square, PA 19348
Credentials
Series 63, Series 65
Industry experience
20 years
Peter Quigley is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Renvyle Partners, LLC since 2006. Outside of his advisory role, he serves on the board of the Philadelphia Glider Council, a nonprofit organization promoting aviation. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios according to each client’s risk profile and objectives.
Based on Holos Integrated Wealth
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.0% $3,000,000+: 0.85%
224 East Street Rd., Office B2 Ab
Kennett Square, PA 19348
Pennsylvania
Holos Integrated Wealth, LLC
2026 - Present (1 year)
Renvyle Partners, LLC
2006 - Present (20 years)
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