Peter A. Messina

ABG CONSULTANTS

COTTONWOOD HEIGHTS, UT 84047

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CRD#: 6441267

Professional summary

Peter Anthony Messina, AIF®, CFP® is a registered financial advisor currently at ABG CONSULTANTS located in Cottonwood Heights, Utah.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Peter has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Peter Anthony Messina'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

February 25, 2015 - Present

ABG CONSULTANTS

Office #1: 6975 Union Park Ctr Suite 644, Cottonwood Heights, UT 84047

RIA

CRD#: 131129

COTTONWOOD HEIGHTS, UT

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".

ABG CONSULTANTS

ABG CONSULTANTS | ALLIANCE BENEFIT GROUP CONSULTANTS | ALLIANCE BENEFIT GROUP | ABG CONSULTANTS, LLC | ABG CONSULTANTS, LC

CRD#: 131129 / SEC#: 801-69619

RIA

Registered Investment Advisory firm - (10/2/2008 Approved)

Utah

Registered Investment Advisory firm - (12/31/2011 Failure to Renew)

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

Utah
(2/25/2015)

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: 2/24/2015

Uniform Investment Adviser Law Examination

Current Firm

ABG CONSULTANTS

ABG CONSULTANTS | ALLIANCE BENEFIT GROUP CONSULTANTS | ALLIANCE BENEFIT GROUP | ABG CONSULTANTS, LLC | ABG CONSULTANTS, LC

CRD#: 131129 / SEC#: 801-69619

RIA

Registered Investment Advisory firm - (10/2/2008 Approved)

Utah

Registered Investment Advisory firm - (12/31/2011 Failure to Renew)

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Contact information

Main Address

6975 Union Park Ctr Suite 644, Cottonwood Heights, UT 84047

Mailing Address

9450 Sw Gemini Drive Pmb 65198, Beaverton, OR 97008

Phone number

(801) 486-5069

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABG CONSULTANTS, LC BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	2,898
AUM (Assets Under Management)	$ 576,333,108

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2025	Cover Page	Report
12/05/2024	Cover Page	Report
12/07/2023	Cover Page	Report
02/13/2023	Cover Page	Report

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.

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Peter A. Messina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Anthony Messina's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABG CONSULTANTS

Primary Firm SEC Registration

ABG CONSULTANTS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2015

Current Firm

ABG CONSULTANTS

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ABG CONSULTANTS

TRUST BUT VERIFY

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