Investment adviser representative · Citrine Capital
Kiersten A. Peshek
CRD 7390853 · Columbus, GA
At a glance
Kiersten A. Peshek is an investment adviser representative with Citrine Capital in Columbus, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kiersten’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Citrine CapitalSince July 2021Columbus, GA · $347M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kiersten’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
- Locked
- 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.
More at Citrine Capital
- Ryan S. ColeSan Francisco · Certified Financial Planner
- Jirayr R. KembikianSan Francisco · Certified Financial Planner
- Nicholas LoeffelmanHuntington Beach · Certified Financial Planner
- Samantha MockfordSan Francisco · Certified Financial Planner
Every advisor at Citrine Capital →Citrine Capital: assets, clients and custodians →Financial advisors in Columbus, GA →Advisor Moves: who changed firms this week →