Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Investment adviser representative · Summitry, LLC

Shantaya Cowan

CRD 7614668 · Foster City, CA

At a glance

Shantaya Cowan is an investment adviser representative with Summitry, LLC in Foster City, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shantaya’s SEC record dates to 2024, about 2 years ago.

Current advisory firm

  • Summitry, LLCSince June 2026Foster City, CA · $3.4B in regulatory assets

SEC adviser record

Registered since
2024 (2 years)
Designations
None on file
Exams
Series 63, Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Shantaya’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
1 firmLocked
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
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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.

More at Summitry, LLC

Every advisor at Summitry, LLC →Summitry, LLC: assets, clients and custodians →Financial advisors in Foster City, CA →Every Summitry, LLC advisor in Foster City →Advisor Moves: who changed firms this week →