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Peter R Burnham

Diversify Advisory Services, LLC

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About Peter R Burnham

Peter R. Burnham is an investment advisor representative at Diversify Advisory Services, LLC and is based in Sandy, UT. Peter has been in the industry since 2000 and has experience with clients of all sizes, including high net worth individuals and corporations. Peter specializes in financial planning, portfolio management, and selection of other advisors. Peter is also a Certified Financial Planner and has been recognized for their expertise in the industry.

Firm Information

Peter Burnham is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Burnham’s Registration & Firm History

UT

01/02/2024 - Present

Diversify Advisory Services, LLC (SANDY UT)

DC

10/04/2007 - 02/09/2018

CHARLES SCHWAB & CO., INC. (Washington DC)

MD

06/24/2002 - 07/25/2007

FERRIS, BAKER WATTS INCORPORATED (ROCKVILLE MD)

NY

11/21/2000 - 05/29/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/22/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Peter R Burnham. Review regulatory record here.
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