SR
Susanna L. Robinson
PEAK PLANNING GROUP | Financial Advisor
Raleigh, NC 27609
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CRD#: 4289290
SR
Professional summary
Susanna Langley Robinson, who also goes by Susanna Fay Langley, Susanna Langley Meadows, is a registered financial advisor currently at PEAK PLANNING GROUP, LLC located in Raleigh, North Carolina.
Susanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Susanna has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
What are your service offerings?
Philanthropic services
Insurance
Trading individual securities
Financial planning
Executive services/Equity comp...
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
600K
Are you a "fiduciary"?
Yes
Aliases
Susanna Fay Langley | Susanna Langley Meadows
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) Name of Business: Resource Management Associates II Address: 404 Widdington Lane, Cary, NC, 27518, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1, during business hours Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2) Name of Business: Resource Management Associates II Address: 404 Widdington Lane, NC, 27519, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/30/2014 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: support company owner (3) Name of Business: Theosophical Investment Trust Address: 1026 North Main Street, Wheaton, IL 60187, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 05/03/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: meet with fellow trustees semi-annually to discuss the performance of the Trust which exists to provide financial support to the Theosophical Society of America and provide guidance for ongoing investments. Northern Trust Co has full investment discretion within guidelines provided by Trustees (4) Name of Business: West Millbrook Investments LLC Address: 404 Widdington Lane, Cary, NC, 27519, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/31/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5) Eugene M. Langley Jr. Family Trust; Investment related; 404 Widdington Lane, Cary NC 27519; Irrevocable Trust established by my father and funded at his death; position - Trustee and beneficiary; started 1/2016, 1 hour/month devoted to business; 1 hour devoted during securities trading hours; management of trust assets including investments, distributions to beneficiaries reporting and tax returns (6) AVM and EMLangley Family Legacy Trust dtd 11/2/21, investment related, 404 Widdington Lane, Cary, NC 27519; Irrevocable trust established by my mother; trustee and beneficiary; started 11/2021 approx 2 hours/month devoted; approx 2 hours during securities trading hours, management of trust assets including investments, distributions to beneficiaries reporting and tax returns
CRS (Client Relationship Summary) - RIA
Click below to view Susanna Langley Robinson'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®
NoneExperience
Current
May 30, 2024 - Present
PEAK PLANNING GROUP, LLC
Office #1: 210 W. Millbrook Road, Raleigh, NC 27609RIA
CRD#: 289891
Raleigh, NC
Past
January 2, 2009 - April 1, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
RALEIGH, NC
Past
December 31, 2001 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
RALEIGH, NC
Past
October 25, 2000 - April 1, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
RALEIGH, NC
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".
PP
PEAK PLANNING GROUP, LLC
PEAK PLANNING GROUP, LLC
CRD#: 289891 / SEC#: 801-111771
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (10/11/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/12/2018 Terminated)Texas
Registered Investment Advisory firm - (9/11/2018 Terminated)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
North Carolina(5/30/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PP
PEAK PLANNING GROUP, LLC
PEAK PLANNING GROUP, LLC
CRD#: 289891 / SEC#: 801-111771
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (10/11/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/12/2018 Terminated)Texas
Registered Investment Advisory firm - (9/11/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5975 South Quebec Street Suite 310, Centennial, CO 80111
Mailing Address
Phone number
(303) 991-0056
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,086 |
| AUM (Assets Under Management) | $ 650,935,386 |
Red Flags
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Company Information
PEAK PLANNING GROUP, LLC
Financial AdvisorCRD#: 289891Raleigh, NC 27609TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
