Unclaimed Profile

Peter James Donovan

SUMMIT X·CHESTERFIELD, Missouri

SIE, Series 7, Series 66CFP ChFC20 years registeredSUMMIT X

16020 SWINGLEY RIDGE, CHESTERFIELD, MO 63017CRD# 4827771Firm CRD# 282502

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter James Donovan · CHESTERFIELD, MO

Registration

CRD #4827771 · SUMMIT X · 20 years registered

Brand Profile

Not yet started

Career History

ARAX ADVISORY PARTNERS

Aug 2025 – present

SUMMIT WEALTH STRATEGIES

Feb 2016 – Dec 2025

CHESTERFIELD, MO

AXA ADVISORS, LLC

Oct 2005 – Feb 2016

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 27, 2005

Years registered · 20

Professional designations · CFP, ChFC

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SUMMIT X

CRD 282502 · SEC 801-107111

AUM

$791M

Regulatory assets under management

Employees

4,790 client accounts

Services offered by SUMMIT X

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT X →

Introduction

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Frequently Asked Questions

What services does Peter James Donovan offer?

Peter James Donovan specializes in Financial Planning, Investment Management. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Peter James Donovan's credentials?

Peter James Donovan holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter James Donovan located?

Peter James Donovan is based in CHESTERFIELD, Missouri, working with SUMMIT X. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Peter James Donovan charge for services?

Peter James Donovan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT X?

SUMMIT X has approximately 19 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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