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Peter Canniff

Advanced Portfolio Design, LLC

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Peter Canniff

Advanced Portfolio Design, LLC

Peter Canniff, a financial fiduciary has been a Paladin Registry member since 2007. Peter is the owner of Advanced Portfolio Design, LLC. Peter holds the Certified Financial Planner certifications and has over 24 years of experience. Peter provides financial services to clients in the Westford, Massachusetts area.

I. Snapshot

A. Registry Member
  • Since 2007
B. Years of Experience
  • 24
C. College Degrees
  • Fitchburg State College - Bachelor's
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Knowing, understanding and communicating with our clients are our top priorities. Within a year of becoming Wealth Planning clients at Advanced Portfolio Design, LLC: I want clients to say Wow, I really feel like we are doing all of the right things to protect and build and pass on our wealth; we are using the most appropriate investment, tax, insurance and estate strategies. We have a handle on our property ownership and our business interests.

G. Asset Requirement
  • $500,000

II. Contact Information

A. Key Contact
  • Peter Canniff
B. Main Location
  • 515 Groton Road suite 201
    Westford, Massachusetts, 01886
C. Telephone
  • 978.850.4910

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Advanced Portfolio Design, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Advanced Portfolio Design, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Fidelity/National Financial Srvs
  • TD Ameritrade
  • Nationwide

V. Credentials

A. Years of Financial Experience
  • 24 Years
B. College, Degrees, Years
  • Fitchburg State College - Bachelor's
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • NAPFA

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - Massachusetts
C. Industry Licenses
  • Other
D. Registration & License Numbers
  • CRD: 2513892
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Massachusetts
    • New Hampshire
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Knowing, understanding and communicating with our clients are our top priorities. Within a year of becoming Wealth Planning clients at Advanced Portfolio Design, LLC: I want clients to say Wow, I really feel like we are doing all of the right things to protect and build and pass on our wealth; we are using the most appropriate investment, tax, insurance and estate strategies. We have a handle on our property ownership and our business interests.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • 70
D. Assets (Management, Advisement)
  • $37,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    I have done some really good work in helping people consolidate their investments using appropriate diversification. I work with people to help them use intelligent tax strategies to accumulate retirement assets then draw down on those retirement assets in ways that reduce income taxes and help preserve their wealth.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Other: Families
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Peter Canniff
Most Recent Update:
  • Jun 2, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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