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SP

Steven Peake

APEX QUANTITATIVE GROUP
CHICAGO, IL 60601
Some features on this profile are disabled
CRD#: 7374329
SP

Professional summary

Steven Peake is a registered financial advisor currently at APEX QUANTITATIVE GROUP, LLC located in Chicago, Illinois.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Steven has worked at 2 firms and has passed the Series 63, Series 65 and Series 30 exams.

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 Steven Peake'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

November 10, 2025 - Present

APEX QUANTITATIVE GROUP, LLC

Office #1: 203 N Lasalle St Ste 2100, Chicago, IL 60601
RIA
CRD#: 333956
CHICAGO, IL
Past

February 15, 2022 - July 9, 2024

INTEGRATED ADVISORS NETWORK LLC

RIA
CRD#: 171991
Chicago, IL

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
Illinois
(11/10/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/17/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/1/2018
Uniform Investment Adviser Law Examination
Principal/Supervisory Exam
RR
Series 30
Date: 10/22/2014
NFA Branch Manager Examination

Current Firm

AQ
APEX QUANTITATIVE GROUP, LLC
APEX QUANTITATIVE GROUP, LLC

CRD#: 333956 / SEC#:

Illinois
Registered Investment Advisory firm - (11/10/2025 Approved)
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Contact information

Main Address
203 N Lasalle St Ste 2100, Chicago, IL 60601
Mailing Address
Phone number
(978) 500-1518
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

APEX QUANTITATIVE GROUP, LLC

CRD#: 333956Chicago, IL 60601

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