Peter Jonathan Canniff
CFP®Professional Summary
Peter Jonathan Canniff, CFP® is a registered financial advisor currently at ADVANCED PORTFOLIO DESIGN, LLC located in Westford, Massachusetts. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Peter has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Portfolio Management
- Financial Planning
- Investment Management
- Retirement Planning
Specializations
Biography
Peter Canniff is the founder and principal of Advanced Portfolio Design, LLC. He has over 25 years of experience working in financial planning and investment management. Peter works with most clients in person to get to know their needs and to uncover every financial opportunity available to help the client most efficiently and effectively work toward their financial goals. Peter has been working with clients in MA and NH for many years and also meets...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANCED PORTFOLIO DESIGN, LLC
Contact Information
Main Address
515 Groton Road Suite 201, Westford, MA 01886Phone Number
(978) 850-4910# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
303AUM (Assets Under Management)
$100,095,000Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/21/2026 | Cover Page | Report |
| 10/08/2025 | Cover Page | Report |
| 01/08/2025 | Cover Page | Report |
| 07/24/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/9/2025)
(4/25/2023)
(9/21/2006)
(11/6/2006)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Jonathan Canniff's CRS (Customer Relationship Summary).
Services Offered by Peter
- Portfolio Management
- Financial Planning
- Investment Management
- Retirement Planning
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