# Square Peg Financial Advisory Services

Square Peg Financial Advisory Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** squarepegfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/alan-ray-cfp%c2%ae-72829b5

## Regulatory record

- **CRD number:** 327940
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327940

## About

Square Peg Financial Advisory Services is a financial advisory firm whose owner is Alan Ray, a CERTIFIED FINANCIAL PLANNER Professional. The firm provides clear information and organized analyses of clients' financial situations and works through a collaborative planning process. Client values and priorities are treated as the foundation, with the planner providing knowledge and guidance in a consultative relationship.

## People

- Alan Ray — CERTIFIED FINANCIAL PLANNER Professional, owner
- Alan Ray — CERTIFIED FINANCIAL PLANNER Professional

## Questions

### Who runs Square Peg Financial Advisory Services?

No principal is named in any publicly accessible filing, database, or article. The firm has not disclosed its leadership or ownership structure.

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Last updated: 2026-08-11T15:08:11.274Z

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