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Peter Burns, portrait

Peter Burns

Investment adviser representative at Sankala Group in Helena, MT

Investment adviser registrationUpdated

Peter Burns is an investment adviser representative at Sankala Group LLC, an investment adviser managing $159M, and works from its Helena, MT office. Peter Burns has been registered through Sankala Group since 2 July 2023, has 3 years in the industry across 1 firm and has passed the Series 65.

3
Years in industry
3
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Peter Burns has been an investment adviser representative at Sankala Group since July 2023, and is not listed among the firm’s executive officers or direct owners. Peter Burns holds a PhD in quantum computing from the University of Colorado Boulder.

Sankala Group LLC is a firm with $159M under management, 107 clients and 4 advisers across 4 offices, as of its March 2026 filing.

Peter S. Burns is Partner of Sankala Group LLC. He joined the firm after independent work in commercial real estate and obtaining his PhD in quantum computing from the University of Colorado Boulder. Burns supports the firm's quantitative research efforts.

  1. – present · 3 years
    Helena, MT · Adviser representative · Firm CRD 154806

Credentials and registrations

Investment adviser representative registrations

Peter Burns is registered as an investment adviser representative in Montana, since January 2026.

  • MontanaSince 7 January 2026

Examinations

Series 6530 May 2023
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Peter Schaunaman Burns
CRD
7777921
Firm
Sankala Group · CRD 154806
Office
Helena, MT
Registration
Investment adviser registration
In the industry since
July 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Peter Burns work?

Peter Burns is an investment adviser representative registered through Sankala Group LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Peter Burns a financial advisor?

Yes. Peter Burns has a current investment-adviser registration in Montana, through Sankala Group since July 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Peter Burns have?

Peter Burns has 3 years in the financial industry, since July 2023, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Peter Burns passed?

Peter Burns passed the Series 65 in May 2023.

Source: IAPD individual record, checked 22 October 2026

Where is Peter Burns based?

Peter Burns’ registered office is in Helena, MT.

Source: IAPD individual record, checked 22 October 2026

Is Peter Burns registered with FINRA?

No. Peter Burns has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Peter Burns’ record?

Search CRD 7777921 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Burns’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Sankala Group

Sources

  1. IAPD individual record, CRD 7777921, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sankala Group LLC, filed 4 March 2026. Executive officers and direct owners; this person is not among them.
  3. Sankala Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.