Craig Nicholas Robson
Investment adviser representative at Regent Peak Wealth Advisors, LLC
32 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$785.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Purshe Kaplan Sterling Investments, IncMay 2019 to now
- Regent Peak Wealth Advisors, LLCMay 2019 to now
- Bank of America, Na (acquired By Merrill Lynch)Sep 2009 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 1994 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Regent Peak Wealth Advisors, LLC
$785.9MAssets managed
223Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2491312
- Firm CRD
- 298259