COO and CCO · Summit Group Retirement Planners, Inc.
Derek C. Fiorenza
CRD 5825196 · Named on Form ADV at one SEC-registered adviser
At a glance
Summit Group Retirement Planners, Inc., an SEC-registered asset manager based in Exton, PA with $302 million in regulatory assets, lists Derek C. Fiorenza on its Form ADV as COO and CCO, a control person.
Firms and roles
- Summit Group Retirement Planners, Inc.COO and CCOAsset manager · Exton, PA · $302M in regulatory assets
AtlasMembers
Derek’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Anthony J. FiorenzaCEO, Summit Group Retirement Planners, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.