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Ronald C Peck II

Ronald C Peck Ii

CFP®
FEARLESS WEALTH
KIRKLAND, WA
·CRD# 5307375·19 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rc Peck Ii, Rc Peck, Ronald Curtiss Peck Ii, Ronald Curtiss Peck Mr., Ronald Curtiss Peck

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2007

Years of Experience

19 years in the financial services industry

Current & Past Employments

FEARLESS WEALTH·CRD# 140128
RIA
Kirkland, WA
February 16, 2011 - Present
FEARLESS WEALTH·CRD# 140128
RIA
Redwood City, CA
July 11, 2007 - December 31, 2010

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

Contact Information

Main Address

Kirkland, WA

Phone Number

(415) 425-5525

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

64

AUM (Assets Under Management)

$81,231,707

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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.

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

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Ronald C Peck II's CRS (Customer Relationship Summary).

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Ronald C Peck II
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