Daniel Vujanov has been an investment adviser representative at Peak Wealth Solutions since November 2021, and is not listed among the firm’s executive officers or direct owners.
Peak Wealth Solutions, Inc. is a Pepper Pike, OH firm with $912M under management, 718 clients and 7 advisers in one office, as of its March 2026 filing.
Daniel Vujanov’s longest registration is the current one, 4 years at Peak Wealth Solutions since 2021. Before joining Peak Wealth Solutions in 2021, Daniel Vujanov was registered through Cbiz Investment Advisory Services, LLC.
- Peak Wealth SolutionsCurrent– present · 4 yearsPepper Pike, OH · Adviser representative · Firm CRD 127391
- Cbiz Investment Advisory Services, LLC– · 2 yearsCleveland, OH · Adviser representative · Firm CRD 286002
Investment adviser representative registrations
Daniel Vujanov is registered as an investment adviser representative in Ohio, since November 2021.
- OhioSince 1 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 June 2019 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6519394
- Firm
- Peak Wealth Solutions · CRD 127391
- Office
- 30195 CHAGRIN BLVD., SUITE 360, Pepper Pike, OH 44124
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Vujanov work?
Daniel Vujanov is an investment adviser representative registered through Peak Wealth Solutions, Inc. since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Vujanov a financial advisor?
Yes. Daniel Vujanov has a current investment-adviser registration in Ohio, through Peak Wealth Solutions since November 2021.
How many years of experience does Daniel Vujanov have?
Daniel Vujanov has 7 years in the financial industry, since August 2019, across 2 adviser firms.
What exams has Daniel Vujanov passed?
Daniel Vujanov passed the Series 65 in June 2019.
Where did Daniel Vujanov work before Peak Wealth Solutions?
Before Peak Wealth Solutions, Daniel Vujanov was registered through Cbiz Investment Advisory Services, LLC, July 2019 to October 2021.
Where is Daniel Vujanov based?
Daniel Vujanov’s registered office is in Pepper Pike, OH.
Is Daniel Vujanov registered with FINRA?
No. Daniel Vujanov has no current broker registration.
How can I verify Daniel Vujanov’s record?
Search CRD 6519394 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Vujanov’s full registration record.
