Best Investors Account Sign in
Inactive

John Thomas Garrity

Peak Wealth Management LLC

Nashua, NH

Hollis, NH

CRD 4466382

Claim This Profile
Employer firm

Peak Wealth Management LLC CRD 281036

$156M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Peak Wealth Management Llc

20 Trafalgar Sq Suite 404, Nashua, NH 03063 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-28
NH RA APPROVED 2015-11-16
  • TX RA
    APPROVED_RES
    Since 2019-03-28
  • NH RA
    APPROVED
    Since 2015-11-16

Branch Locations

20 Trafalgar Sq Suite 404, Nashua, NH 03063 • United States

Hollis, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peak Wealth Management Llc Nashua NH 10/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-03
  • S66 Uniform Combined State Law Examination
    2002-01-03
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

INDEPENDENCE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MARK PAIGE PERKINS
Ian Garry Clarke-Pounder
FREDERICK ACKLEY BOUCHER

Nearby Offices

INDEPENDENCE FINANCIAL ADVISORS, LLC · Nashua, NH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NASHUA, NH
AMERIPRISE FINANCIAL SERVICES, LLC · NASHUA, NH

More in Nashua, NH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor