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Vice President and Senior Wealth Advisor · Peak Financial Management Inc

Christopher K. Gaffney

CRD 2896156 · Named on Form ADV at one SEC-registered adviser

At a glance

Peak Financial Management Inc, an SEC-registered wealth manager based in Wellesley, MA with $534 million in regulatory assets, lists Christopher K. Gaffney on its Form ADV as Vice President and Senior Wealth Advisor, a control person.

Firms and roles

AtlasMembers

Christopher’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Pran N. TikuPresident, Peak Financial Management Inc
  • Neel K. TikuManaging Director & Senior Relationship Advisor, Peak Financial Management Inc
  • Shaun P. ThompsonSenior Wealth Advisor and Chief Compliance Officer, Peak Financial Management Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.