Daniel Routh has held the title Member at Old Peak Finance since April 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm. Daniel Routh holds a Bachelor's degree in Business with a minor in Applied Economics from Virginia Tech.
Old Peak Finance LLC is a Chapel Hill, NC firm with $714M under management, 176 clients and 8 advisers in one office, as of its September 2026 filing.
Dan Routh is Partner and Senior Advisor at Old Peak Finance. He joined Old Peak in 2019 and has over a decade of experience in the financial planning profession. He specializes in equity compensation planning, having spent most of his career advising executives and entrepreneurs in the tech and life sciences industries.
Daniel Routh’s longest registration is the current one, 7 years at Old Peak Finance since 2019. Before joining Old Peak Finance in 2019, Daniel Routh was registered through Exencial Wealth Advisors.
- Old Peak FinanceCurrent– present · 7 yearsChapel Hill, NC · Adviser representative · Firm CRD 154804
- Exencial Wealth Advisors– · 2 yearsOklahoma City, OK · Adviser representative · Firm CRD 130475
Professional designations
Listed by Old Peak Finance
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel Routh is registered as an investment adviser representative in North Carolina, since May 2019.
- North CarolinaSince 27 May 2019
Examinations
No examinations are on Daniel Routh’s record.
- Full name
- Daniel Alan Routh
- CRD
- 6062132
- Firm
- Old Peak Finance · CRD 154804
- Role
- Member
- Office
- 100 EUROPA DRIVE, SUITE 410, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oldpeakfinance.com
Where does Daniel Routh work?
Daniel Routh has held the title Member at Old Peak Finance LLC since April 2024.
Is Daniel Routh a financial advisor?
Yes. Daniel Routh has a current investment-adviser registration in North Carolina, through Old Peak Finance since May 2019.
How many years of experience does Daniel Routh have?
Daniel Routh has 9 years in the financial industry, since May 2017, across 2 adviser firms.
Where did Daniel Routh work before Old Peak Finance?
Before Old Peak Finance, Daniel Routh was registered through Exencial Wealth Advisors, April 2017 to May 2019.
Where is Daniel Routh based?
Daniel Routh’s registered office is in Chapel Hill, NC.
Is Daniel Routh registered with FINRA?
No. Daniel Routh has no current broker registration.
Is Daniel Routh a CFP?
Old Peak Finance lists Daniel Routh with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Routh’s record?
Search CRD 6062132 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Routh’s full registration record.
