Deepak Soni
Investment adviser representative at Margna Peak Advisors Ag
14 yearsExperience
2 statesRegistered in
$372.5MFirm assets
22 yearsFirm in business
Are you Deepak Soni? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Margna Peak Advisors AgDec 2021 to now
- Belvoir Wealth Management AgJun 2021 to now
- Ubp Investment Advisors SaJun 2018 to May 2021
- Vontobel Swiss Wealth Advisors AgMay 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Margna Peak Advisors Ag
$372.5MAssets managed
48Clients
2Advisers
22 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
- 5611418
- Firm CRD
- 128649