Peter W. Ankeny

WOLF PINE CAPITAL

Portsmouth, NH 03801

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CRD#: 6618153

Professional summary

Peter Willett Ankeny, CFP®, who also goes by Peter Ankeny, is a registered financial advisor currently at WOLF PINE CAPITAL located in Portsmouth, New Hampshire.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Peter has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Ankeny

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 Willett Ankeny'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 14, 2024 - Present

WOLF PINE CAPITAL

Office #1: 36 Maplewood Ave, Portsmouth, NH 03801

RIA

CRD#: 330261

Portsmouth, NH

Past

June 18, 2020 - March 26, 2024

LAKE STREET ADVISORS

RIA

CRD#: 288300

PORTSMOUTH, NH

Past

April 5, 2016 - June 12, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOSTON, MA

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

New Hampshire
(5/14/2024)

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 66

Date: 4/25/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/2016

General Securities Representative Examination

Current Firm

WOLF PINE CAPITAL

WOLF PINE CAPITAL | WOLF PINE CAPITAL LLC

CRD#: 330261 / SEC#:

New Hampshire

Registered Investment Advisory firm - (5/14/2024 Approved)

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Contact information

Main Address

36 Maplewood Ave, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 314-8308

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 575,453

Red Flags

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

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Peter W. Ankeny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Willett Ankeny's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOLF PINE CAPITAL

LAKE STREET ADVISORS

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2016

Current Firm

WOLF PINE CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WOLF PINE CAPITAL

TRUST BUT VERIFY

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