Investment adviser representative · Peak Financial Guidance LLC
Anant S. Mehta
CRD 5163181 · Greenwood Village, CO
At a glance
Anant S. Mehta is an investment adviser representative with Peak Financial Guidance LLC in Greenwood Village, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anant’s SEC record dates to 2016, about 10 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Peak Financial Guidance LLCSince March 2021Greenwood Village, CO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anant’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.