Peter James Anderson
Investment adviser representative at Summit Financial, LLC
11 yearsExperience
1 stateRegistered in
$26.3BFirm assets
7 yearsFirm in business
Are you Peter James Anderson? 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 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
11 years in the industry.
- Summit Financial, LLCJul 2025 to now
- Clarity Capital PartnersOct 2023 to Sep 2025
- Pathwise GroupJul 2021 to Jul 2025
- Pathwise,LLC d/b/a Pathwise PartnersNov 2019 to May 2021
- Nylife Securities LLCSep 2019 to Jun 2021
- New York LifeJun 2018 to Jun 2021
- MviMay 2015 to May 2018
- Montana Valley IrrigationApr 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
Summit Financial, LLC
$26.3BAssets managed
18,393Clients
226Advisers
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
- 6974078
- Firm CRD
- 299322