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Patrick Brian Oconnor

Investment Adviser Representative at SUMMIT PEAK INVESTMENTS, LLC

Camano Island, WACRD #4749188Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs

Registrations & licenses

Registration type
Investment Adviser Rep

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

Summit PEAK Investments, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT PEAK INVESTMENTS, LLCCurrent
8/23/2021Camano Island, WA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SUMMIT PEAK INVESTMENTS, LLC

4 other advisors in the directory

View SUMMIT PEAK INVESTMENTS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Brian Oconnor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Patrick Brian Oconnor - Financial Advisor in Camano Island, WA | AdvisorFinder