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Brett Adam Friedman

PEAK INVESTMENT ADVISORS, INC.·GERMANTOWN, Maryland
Series 6, Series 7, Series 63, Series 65Clean record18 years registeredPEAK INVESTMENT ADVISORS, INC.
13216 EXECUTIVE PARK TERRACE, GERMANTOWN, MD 20874CRD# 5033484Firm CRD# 117875

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Adam Friedman · GERMANTOWN, MD
Registration
CRD #5033484 · PEAK INVESTMENT ADVISORS, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

D&S WEALTH MANAGEMENT GROUP
Sep 2022 – present
PEAK INVESTMENT ADVISORS, INC.
Nov 2009 – Jan 2023
GAITHERSBURG, MD
NORTHWEST FINANCIAL GROUP
Oct 2008 – Nov 2009
GAITHERSBURG, MD
LPL FINANCIAL CORPORATION
May 2008 – Nov 2009
GAITHERSBURG, MD
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · May 20, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PEAK INVESTMENT ADVISORS, INC.
CRD 117875 · SEC 801-125943
AUM
$81M
Regulatory assets under management
Employees
2
277 client accounts
Services offered by PEAK INVESTMENT ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PEAK INVESTMENT ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Brett Adam Friedman offer?
Brett Adam Friedman specializes in Investment Management, Wealth Management. Contact their office in GERMANTOWN, Maryland for a consultation.
What are Brett Adam Friedman's credentials?
Brett Adam Friedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Adam Friedman located?
Brett Adam Friedman is based in GERMANTOWN, Maryland, working with PEAK INVESTMENT ADVISORS, INC.. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.
How does Brett Adam Friedman charge for services?
Brett Adam Friedman's firm is compensated through percentage of aum, other: portion of fees charged by third-party investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAK INVESTMENT ADVISORS, INC.?
PEAK INVESTMENT ADVISORS, INC. has approximately 2 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PEAK INVESTMENT ADVISORS, INC.

Sean Everett Falk
GERMANTOWN, MD

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