Fionn Peter Allen
Investment adviser representative at Adaptive Wealth Engineering
10 yearsExperience
1 stateRegistered in
$214MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Adaptive Wealth EngineeringMar 2026 to now
- Summit Portfolio ManagementJun 2025 to now
- Ruth's ChrisApr 2025 to May 2025
- Full-time EducationFeb 2025 to Mar 2025
- Summit Portfolio ManagementDec 2022 to Jan 2025
- Ski ProFeb 2022 to Apr 2024
- Full-time EducationJul 2021 to Jan 2022
- Kentucky Fried ChickenNov 2020 to Jul 2021
- Full-time EducationMar 2016 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NV).
Adaptive Wealth Engineering
Legal name: Summit Portfolio Management LLC
$214MAssets managed
113Clients
5Advisers
32 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
- 8240532
- Firm CRD
- 111243