Peter J. Canniff
ADVANCED PORTFOLIO DESIGN | Founder and Principal of Advanced Portfolio Design, LLC.
Westford, MA 01886
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CRD#: 2513892
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.
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 with remote clients via Skype or other electronic means.
Peter specializes in asset allocation, portfolio design and retirement income planning considering complex cash flows and tax concerns. In order to quickly adapt to new technology and utilize more customized and comprehensive client service capabilities, he founded Advanced Portfolio Design, LLC in 2006.
Peter has a bachelor’s degree in Business Management from Fitchburg State College, and has 8 years of management experience outside of the financial services industry. He is a Certified Financial Planner™ professional and a Registered Investment Adviser. Peter is also a NAPFA-Registered Financial Advisor.
Peter has been quoted in the Wall Street Journal and Money Magazine.
Question & Answer
What are your service offerings?
Portfolio Management,
Financial Planning,
Wealth Management
Do you have an area of expertise or specialization?
Asset Allocation,
Portfolio Design,
Retirement Income Planning
How do you get paid?
Fee-only
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Jonathan Canniff'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®
CFP®
Start date: 2006
Experience
Current
September 21, 2006 - Present
ADVANCED PORTFOLIO DESIGN, LLC
Office #1: 515 Groton Road Suite 201, Westford, MA 01886RIA
CRD#: 141727
Westford, MA
Past
July 8, 1997 - September 27, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
NASHUA, NH
Past
August 16, 1994 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 16, 1994 - September 27, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
NASHUA, NH
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
Florida(7/9/2025)
IAR
Louisiana(4/25/2023)
IAR
Massachusetts(9/21/2006)
IAR
New Hampshire(11/6/2006)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ADVANCED PORTFOLIO DESIGN, LLC
ADVANCED PORTFOLIO DESIGN, LLC
CRD#: 141727 / SEC#:
Florida
Registered Investment Advisory firm - (7/9/2025 Approved)Louisiana
Registered Investment Advisory firm - (4/25/2023 Approved)Massachusetts
Registered Investment Advisory firm - (9/21/2006 Approved)New Hampshire
Registered Investment Advisory firm - (11/6/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
515 Groton Road Suite 201, Westford, MA 01886
Mailing Address
Phone number
(978) 850-4910
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 242 |
| AUM (Assets Under Management) | $ 88,240,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 01/08/2025 | ||
| 07/24/2023 |
Red Flags
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Company Information
ADVANCED PORTFOLIO DESIGN, LLC
Founder and Principal of Advanced Portfolio Design, LLC.CRD#: 141727Westford, MA 01886TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
