Jeffrey P. Siegel

PYRAMID PEAK CAPITAL

Snowmass Village, CO

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CRD#: 1866137

Professional summary

Jeffrey Peter Siegel is a registered financial advisor currently at PYRAMID PEAK CAPITAL, LLC located in Snowmass Village, Colorado.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Peter Siegel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 28, 2013 - Present

PYRAMID PEAK CAPITAL, LLC

RIA

CRD#: 165729

Snowmass Village, CO

Past

February 4, 2020 - April 8, 2025

52 CAPITAL LLC

RIA

CRD#: 307036

Snowmass Village, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/28/2013)

IAR

New York
(4/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/28/2013

Uniform Investment Adviser Law Examination

Current Firm

PYRAMID PEAK CAPITAL, LLC

CRD#: 165729 / SEC#:

Colorado

Registered Investment Advisory firm - (8/28/2013 Approved)

New York

Registered Investment Advisory firm - (8/22/2019 Approved)

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Contact information

Main Address

Snowmass Village, CO

Mailing Address

P.o. Box 6149, Snowmass Village, CO 81615

Phone number

(914) 262-2072

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 30,969,830

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey P. Siegel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Peter Siegel's CRS (Customer Relationship Summary).

Certified licenses

Experience

PYRAMID PEAK CAPITAL, LLC

52 CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2013

Current Firm

PYRAMID PEAK CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PYRAMID PEAK CAPITAL, LLC

TRUST BUT VERIFY

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