AUMdb
RM

Roberto Mario Pandolfi

CRD 7200273 Certified Financial Planner

Firms

FirmRoleAs of
Peak Financial Management Inc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗