David Shapiro
Peak Investment Coaching · Logan, Utah
David Shapiro is a fee-only financial advisor at Peak Investment Coaching in Logan, Utah. Peak Investment Coaching reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Peak Investment Coaching |
|---|---|
| Based in | Logan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| SEC registration | Investment adviser representative in AZ, ID, UT, WY · CRD 4598744 |
| Exams passed | Series 63 (2011) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.peakinvestmentcoaching.com |
| Profile |
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Questions about David
Is David Shapiro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Peak Investment Coaching reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Peak Investment Coaching, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Shapiro based?
David Shapiro is based in Logan, Utah.
Is David Shapiro registered with the SEC?
Yes. David Shapiro is registered as an investment adviser representative in AZ, ID, UT and WY (CRD 4598744), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact David Shapiro?
Through David's website, www.peakinvestmentcoaching.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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