Peter R. Burnham

DIVERSIFY WEALTH MANAGEMENT

Ashburn, VA 20148

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CRD#: 4273583

Professional summary

Peter R Burnham, CFP®, who also goes by Peter Robert Burnham, is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Ashburn, Virginia.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Robert Burnham

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.

1) Driven To Cure (non-profit organization); President of Board; assist with keeping system of checks and balances in place, track bookkeeping, file tax return, and run website and coordinate volunteers. Start Date 01/25/2023; Hours during business hours=1: 42596 Cochrans Lock Drive Ashburn, VA 20148. 2) Creighton Farms (Country Club); Advisory Board Member; Quarterly board meetings-regular communications from GM regarding operational updates/challenges. Start Date 07/2024; hours during business hours= .5% and is not compensated. Aldie, VA: https://Creightonfarms.com/

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter R Burnham's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

December 11, 2024 - Present

DIVERSIFY WEALTH MANAGEMENT, LLC

Office #1: 42596 Cochrans Lock Dr, Ashburn, VA 20148

RIA

CRD#: 329878

Ashburn, VA

Past

January 2, 2024 - March 13, 2025

DIVERSIFY ADVISORY SERVICES, LLC

RIA

CRD#: 326060

Ashburn, VA

Past

December 12, 2022 - February 8, 2024

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

Ashburn, VA

Past

February 7, 2020 - December 12, 2022

SUREVEST PRIVATE WEALTH

RIA

CRD#: 306872

Ashburn, VA

Past

April 17, 2018 - February 7, 2020

SUREVEST WEALTH MANAGEMENT

RIA

CRD#: 122369

Ashburn, VA

Past

March 20, 2018 - March 21, 2018

SUREVEST WEALTH MANAGEMENT

RIA

CRD#: 122369

Ashburn, VA

Past

October 4, 2007 - February 9, 2018

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Washington, DC

Past

October 4, 2007 - February 9, 2018

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Washington, DC

Past

June 24, 2002 - July 25, 2007

FERRIS, BAKER WATTS, LLC

RIA

CRD#: 285

ROCKVILLE, MD

Past

June 24, 2002 - July 25, 2007

FERRIS, BAKER WATTS, LLC

CRD#: 285

ROCKVILLE, MD

Past

February 9, 2001 - May 29, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ROCKVILLE, MD

Past

November 21, 2000 - May 29, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

Registered Investment Advisory firm - (2/16/2024 Approved)

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

Virginia
(12/11/2024)

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 66

Date: 12/22/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/2000

General Securities Representative Examination

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

CRD#: 329878 / SEC#: 801-129521

RIA

Registered Investment Advisory firm - (2/16/2024 Approved)

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Contact information

Main Address

9017 S Riverside Dr Suite 210, Sandy, UT 84070

Mailing Address

Phone number

(801) 838-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIVERSIFY WEALTH MANAGEMENT (7/25/2025)

Regulatory assets under management

Total Number of Accounts	12,760
AUM (Assets Under Management)	$ 2,526,799,821

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Peter R. Burnham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter R Burnham's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFY ADVISORY SERVICES, LLC

DFPG INVESTMENTS, LLC

SUREVEST PRIVATE WEALTH

SUREVEST WEALTH MANAGEMENT

SUREVEST WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FERRIS, BAKER WATTS, LLC

FERRIS, BAKER WATTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

DIVERSIFY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2000

SIE

Date: 2/9/2018

Series 7

Date: 11/20/2000

Current Firm

DIVERSIFY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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