Investment adviser representative · 3summit Investment Management, LLC
Garrett W. Phillips
CRD 4666737 · Vienna, VA
At a glance
Garrett W. Phillips is an investment adviser representative with 3summit Investment Management, LLC in Vienna, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Garrett’s SEC record dates to 2017, about 9 years ago.
Current advisory firm
- 3summit Investment Management, LLCSince December 2018Vienna, VA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Garrett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.