Donald M. Burleigh

PEAK CAPITAL MANAGEMENT

STUART, FL 34997

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CRD#: 4307228

Professional summary

Donald Michael Burleigh, who also goes by D Michael Burleigh, Mike Burleigh, is a registered financial advisor currently at PEAK CAPITAL MANAGEMENT located in Stuart, Florida.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Donald has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

D Michael Burleigh | Mike Burleigh

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)TREASURE COAST FINANCIAL GROUP, LLC, INVESTMENT RELATED, 750 SE INDIAN ST. STUART, FL 34997, SELL AND SERVICE INSURANCE PRODUCTS, MANAGING MEMBER & INSURANCE AGENT, 04/2006 AND 60 HRS/MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Michael Burleigh'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®

None

Experience

Current

August 24, 2007 - Present

PEAK CAPITAL MANAGEMENT

Office #1: 750 Se Indian St., Stuart, FL 34997

RIA

CRD#: 144600

STUART, FL

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
(8/24/2007)

IAR

Texas
(6/30/2023)

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 65

Date: 6/22/2007

Uniform Investment Adviser Law Examination

Current Firm

PEAK CAPITAL MANAGEMENT

BURLEIGH & ASSOCIATES INC. | PEAK CAPITAL MANAGEMENT

CRD#: 144600 / SEC#:

Florida

Registered Investment Advisory firm - (8/24/2007 Approved)

Texas

Registered Investment Advisory firm - (6/30/2023 Conditional Restricted)

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Contact information

Main Address

750 Se Indian St., Stuart, FL 34997

Mailing Address

Phone number

(772) 334-9592

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	432
AUM (Assets Under Management)	$ 80,856,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald M. Burleigh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Michael Burleigh's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2007

Current Firm

PEAK CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PEAK CAPITAL MANAGEMENT

TRUST BUT VERIFY

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