Riley Patrick Gessner

Employer firm

Regent Peak Wealth Advisors, LLC CRD 298259

$786M 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 05/2019
  Furman Universiy
  Greeenwille, SC
• 05/2019 → 07/2021
  Voya Investment Management
  Altanta, GA
• 10/2019 → 07/2021
  Voya Investments Distributor, Llc
  Windsor, CT
• 08/2021 → 05/2022
  Virtus Investment Partners
  Atlanta, GA
• 08/2021 → 05/2022
  Vp Distributors Llc
  Atlanta, GA
• 05/2022 → 01/2026
  Cais Capital Llc
  New York, NY
• 01/2026 → Present
  Regent Peak Wealth Advisors, Llc
  Atlanta, GA
• 03/2025 → 01/2026
  Ivy Asset Group
  Charleston, SC

Previous Registrations

• 2021-08-27 → 2022-05-26
  Virtus Investment Advisers, Llc
  Hartford, CT
  Atlanta, GA
• 2020-05-22 → 2021-08-05
  Voya Investment Management Co. Llc
  Atlanta, GA
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-18
• S66 Uniform Combined State Law Examination
  2020-05-22

Other Names

• Riley Gessner