Investment adviser representative · Pinnacle Peak Wealth Management
Roger S. Bracken
CRD 2792554 · Scottsdale, AZ
At a glance
Roger S. Bracken is an investment adviser representative with Pinnacle Peak Wealth Management in Scottsdale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roger’s SEC record dates to 2008, about 18 years ago.
Current advisory firm
- Pinnacle Peak Wealth ManagementSince September 2019Scottsdale, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Roger’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
- 8 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.