Robert Peloso
3RD Level Analytics · Chadds Ford, Pennsylvania
Robert Peloso is a fee-only financial advisor at 3RD Level Analytics in Chadds Ford, Pennsylvania. 3RD Level Analytics reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | 3RD Level Analytics |
|---|---|
| Based in | Chadds Ford, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.3M across 17 accounts |
| SEC registration | Investment adviser representative in DE, PA · CRD 6222188 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Robert's firm compares
- 3RD Level Analytics's average account is about $254,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Robert
Is Robert Peloso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and 3RD Level Analytics reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, 3RD Level Analytics, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Peloso based?
Robert Peloso is based in Chadds Ford, Pennsylvania.
Is Robert Peloso registered with the SEC?
Yes. Robert Peloso is registered as an investment adviser representative in DE and PA (CRD 6222188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3RD Level Analytics manage?
3RD Level Analytics reports $4.3M across 17 accounts in assets under management.
How do I contact Robert Peloso?
Contact details aren't on file yet. Search for 3RD Level Analytics.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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