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Brian Peter Birk

SUN MOUNTAIN CAPITAL ADVISORS, LLC·SANTA FE, New Mexico
Series 65Clean record13 years registeredSUN MOUNTAIN CAPITAL ADVISORS, LLC
527 DON GASPAR AVENUE, SANTA FE, NM 87505CRD# 5857146Firm CRD# 151477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Peter Birk · SANTA FE, NM
Registration
CRD #5857146 · SUN MOUNTAIN CAPITAL ADVISORS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

SUN MOUNTAIN CAPITAL ADVISORS, LLC
Feb 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 25, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUN MOUNTAIN CAPITAL ADVISORS, LLC
CRD 151477 · SEC 801-72312
AUM
$599M
Regulatory assets under management
Employees
9
11 client accounts
Services offered by SUN MOUNTAIN CAPITAL ADVISORS, LLC
Per Form ADV
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SUN MOUNTAIN CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Brian Peter Birk offer?
Brian Peter Birk specializes in Retirement Planning. Contact their office in SANTA FE, New Mexico for a consultation.
What are Brian Peter Birk's credentials?
Brian Peter Birk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Peter Birk located?
Brian Peter Birk is based in SANTA FE, New Mexico, working with SUN MOUNTAIN CAPITAL ADVISORS, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Brian Peter Birk charge for services?
Brian Peter Birk's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUN MOUNTAIN CAPITAL ADVISORS, LLC?
SUN MOUNTAIN CAPITAL ADVISORS, LLC has approximately 9 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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