CN
Craig Nicholas Robson
CRD 2491312
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Regent Peak Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Regent Peak Wealth Advisors, Llc
Founding Principal/Managing Director · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗