Peak Brokerage Services, LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 157045
- Registered since
- August 9, 2011
Firm profile
FINTRXOverview
Peak Brokerage Services, LLC operates as an independent broker‑dealer organized as a limited liability company and registered with the SEC in 2011. Filings identify the ownership as a combination of a domestic entity and an individual. The firm is not set up as a capital allocator and does not position itself as an active ESG investor. It is not registered as a multistate adviser and is not described as a pension consultant or related adviser in the provided dataset.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 12
Karen Coker
Chief Risk OfficerCRD 2731928
Joseph Grutta
CEOCRD 1098732
David Phillips
Chief Information Security OfficerCRD 2054858
Contacts
3 of 115Jack Haxton
Investment Advisor RepresentativeCRD 7532895
Charles Sperrazza
Registered RepresentativeCRD 1006489
Micah Moore
PartnerCRD 6843898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1070 E Indiantown Rd
- Time zone
- ET (UTC-5)
- Office locations
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