Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign in My Desk 0 EditionsSign in

person● Verified · SEC records

Svetlana Koltun

Career record

currentIAPEAK BROKERAGE SERVICES, LLC

currentIAASCENTIS INDEPENDENT ADVISORS, LLC

No published coverage yet.

Firms

PEAK BROKERAGE SERVICES, LLC

ASCENTIS INDEPENDENT ADVISORS, LLC

Across the Daily NetworkFirm & Fund Lookup

Live Tracker

New

Trending in Private Wealth Daily

Past 7 days Updated throughout the day

Shannon Reid Osaic
4 stories
Calls recruiting "very, very fierce" amid advisor competition
Latest story
Jim Atwood
4 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
Latest story
Phil Scott
4 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
Latest story
Jon Beatty Schwab Advisor Services
3 stories
Said at IMPACT the industry never had a moment to call its own.
Latest story
Jim Gold Steward Partners
3 stories
Says RIA deal volume may run five times the reported count.
Latest story

Ranked by distinct stories in this outlet.

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.