AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PC

Peyton R. Chapman

CEDRUS WEALTH GROUP
ANDOVER, MN 55304
Some features on this profile are disabled
CRD#: 7940338
PC

Professional summary


Peyton Rider Chapman is a registered financial advisor currently at CEDRUS WEALTH GROUP located in Andover, Minnesota.

Peyton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Peyton has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

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.
Cedrus Wealth Group; not investment related; Andover, MN; DBA/support company; Registered Associate; Started 06/2024; 0hrs/month; 0hrs/month during trading hours; Support Staff Licensed Insurance Agent

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Peyton Rider Chapman'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®
None

Experience


Current

March 28, 2025 - Present

CEDRUS WEALTH GROUP

Office #1: 1887 Station Parkway Northwest, Andover, MN 55304
RIA
CRD#: 334995
ANDOVER, MN
Past

January 8, 2025 - April 23, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Andover, MN
Past

October 1, 2024 - April 23, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Andover, MN

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".
CW
CEDRUS WEALTH GROUP
CEDRUS WEALTH GROUP | CEDRUS WEALTH GROUP LLC

CRD#: 334995 / SEC#: 801-132257

RIA
Registered Investment Advisory firm - (3/26/2025 Approved)

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
Minnesota
(3/28/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/31/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/23/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/30/2024
General Securities Representative Examination
General Industry/Product Exam

Current Firm


CW
CEDRUS WEALTH GROUP
CEDRUS WEALTH GROUP | CEDRUS WEALTH GROUP LLC

CRD#: 334995 / SEC#: 801-132257

RIA
Registered Investment Advisory firm - (3/26/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1887 Station Parkway Northwest, Andover, MN 55304
Mailing Address
Phone number
(763) 400-3224
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CEDRUS WEALTH GROUP LLC ADV PART 2A (8/7/2025)

Regulatory assets under management


Total Number of Accounts1,082
AUM (Assets Under Management)$ 136,000,000

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


CEDRUS WEALTH GROUP

CRD#: 334995Andover, MN 55304

TRUST BUT VERIFY

Monitor Peyton Chapman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Kyle Klatt
Kyle KlattAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Forest Lake, MN
Chad Jonathan Rusten
Chad RustenAdvisorCheck Check Mark
ELEMENT SQUARED PRIVATE WEALTH
IAR
Minneapolis, MN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics