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Ronald C Peck II

Ronald C. Peck

FEARLESS WEALTH
Kirkland, WA
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CRD#: 5307375
Ronald C Peck II

Professional summary


Ronald C Peck II, CFP®, who also goes by Rc Peck II, Rc Peck, Ronald Curtiss Peck Ii, Ronald Curtiss Peck Mr., Ronald Curtiss Peck, is a registered financial advisor currently at FEARLESS WEALTH located in Kirkland, Washington.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ronald has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rc Peck Ii | Rc Peck | Ronald Curtiss Peck Ii | Ronald Curtiss Peck Mr. | Ronald Curtiss Peck

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.
FEARLESS WEALTH, LLC THIS BUSINESS IS INVESTMENT RELATED ADDRESS: 1603 JAMES AVENUE, REDWOOD CITY, CA 94062 NATURE OF BUSINESS - INVESTMENT EDUCATION COMPANY POSITION - OWNER TITLE - OWNER START DATE OF RELATIONSHIP - 06/15/1998 NUMBER OF HOURS DEVOTED TO BIZ - 10 NUMBER OF HOURS DURING TRADING HOURS - 1 DUTIES - MAKING SURE THE WEBSITE IS WORKING, PUBLISH THE MONTHLY RESEARCH LETTER.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ronald C Peck II'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: 2007

Experience


Current

February 16, 2011 - Present

FEARLESS WEALTH

RIA
CRD#: 140128
Kirkland, WA
Past

July 11, 2007 - December 31, 2010

FEARLESS WEALTH

RIA
CRD#: 140128
REDWOOD CITY, CA

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
California
(2/16/2011)
IAR
Washington
(12/20/2018)

Exams


Current Firm


FW
FEARLESS WEALTH
FEARLESS WEALTH | RONALD CURTISS PECK II | RCPECK.COM | RC PECK, II | RC PECK | PECK WEALTH MANAGEMENT, LLC | PECK II, RONALD CURTISS | FEARLESSWEALTH.COM | FEARLESS WEALTH, LLC

CRD#: 140128 / SEC#:

California
Registered Investment Advisory firm - (7/11/2007 Approved)
Washington
Registered Investment Advisory firm - (12/20/2018 Approved)
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Contact information


Main Address
Kirkland, WA
Mailing Address
Phone number
(415) 425-5525
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts161
AUM (Assets Under Management)$ 69,353,000

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


FEARLESS WEALTH

CRD#: 140128Kirkland, WA

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