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Chief Compliance Officer/executive Vp- Client Operations · Peakstone Financial Advisors

Kristi L. Murphy

CRD 3153904 · Named on Form ADV at one SEC-registered adviser

At a glance

Peakstone Financial Advisors, an SEC-registered wealth manager based in Chevy Chase, MD with $256 million in regulatory assets, lists Kristi L. Murphy on its Form ADV as Chief Compliance Officer/executive Vp- Client Operations, a control person.

Firms and roles

  • Peakstone Financial AdvisorsChief Compliance Officer/executive Vp- Client OperationsWealth manager · Chevy Chase, MD · $256M in regulatory assets

AtlasMembers

Kristi’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
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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

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