Steven Schnobrich has been an investment adviser representative at Peak Wealth Management since December 2021, and is not listed among the firm’s executive officers or direct owners. Steven Schnobrich holds a Bachelor's in Finance and Economics from the University of New Hampshire.
Peak Wealth Management LLC is a Nashua, NH firm with $156M under management, 208 clients and 3 advisers across 6 offices, as of its January 2026 filing.
Steven Schnobrich is Associate Wealth Advisor, Head of Operations of Peak Wealth Management, based in Nashua, NH. He was a member of the student-run Atkins Investment Group, serving two years as Analyst and Sector Lead before being elected Portfolio Manager. Schnobrich holds a Series 65 license.
- Peak Wealth Management LLCCurrent– present · 4 yearsMedford, MA · Adviser representative · Firm CRD 281036
Investment adviser representative registrations
Steven Schnobrich is registered as an investment adviser representative in 2 states. The first approvals date from December 2021; the most recent is Massachusetts, in December 2025.
- MassachusettsSince 10 December 2025
- New HampshireSince 8 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Gaylen Schnobrich
- CRD
- 7432132
- Firm
- Peak Wealth Management · CRD 281036
- Office
- Medford, MA
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peakwealthnh.com
Where does Steven Schnobrich work?
Steven Schnobrich is an investment adviser representative registered through Peak Wealth Management LLC since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Steven Schnobrich a financial advisor?
Yes. Steven Schnobrich has a current investment-adviser registration in Massachusetts and New Hampshire, through Peak Wealth Management since December 2021.
How many years of experience does Steven Schnobrich have?
Steven Schnobrich has 4 years in the financial industry, since December 2021, across 1 adviser firm.
What exams has Steven Schnobrich passed?
Steven Schnobrich passed the Series 65 in December 2021.
Where is Steven Schnobrich based?
Steven Schnobrich’s registered office is in Medford, MA.
Is Steven Schnobrich registered with FINRA?
No. Steven Schnobrich has no current broker registration.
How can I verify Steven Schnobrich’s record?
Search CRD 7432132 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Schnobrich’s full registration record.