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SR

Susanna L. Robinson

PEAK PLANNING GROUP | Financial Advisor
Raleigh, NC 27609
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susanna Langley Robinson'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®
None

Experience

Current

May 30, 2024 - Present

PEAK PLANNING GROUP, LLC

Office #1: 210 W. Millbrook Road, Raleigh, NC 27609
RIA
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
IAR
Series 65
Date: 2/13/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/30/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/24/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/3/2005
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/16/2004
General Securities Sales Supervisor - Options Module Examination

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
11

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV2A AND WRAP FEE BROCHURE (3/16/2026)

Regulatory assets under management

Total Number of Accounts2,363
AUM (Assets Under Management)$ 709,995,204

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.

Company Information

PEAK PLANNING GROUP, LLC

Financial AdvisorCRD#: 289891Raleigh, NC 27609

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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