Financial ADVSR advisor directory · SEC adviser records
Summitry, LLC financial advisors in Foster City, CA
Every SEC-registered investment adviser representative at a Summitry, LLC office in Foster City, A to Z.
18 registered advisors work at Summitry, LLC in Foster City, out of 25 at the firm nationwide; it ranks number 3 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Summitry, LLC advisors in Foster City, A to Z
Every Summitry, LLC advisor →- William BergInvestment adviser rep
- Shantaya CowanInvestment adviser rep
- Cynthia W. DuncanInvestment adviser rep
- Ryan M. FicksCertified Financial Planner
- Thomas E. GuinaneInvestment adviser rep
- Robert C. HammackInvestment adviser rep
- Emily K. HazelrothCertified Financial Planner
- Jacob M. KarkCertified Financial Planner
- Alexander S. LeitzesInvestment adviser rep
- Rohit B. MansukhaniChartered Financial Analyst
- Christopher D. MoodyInvestment adviser rep
- Lori D. RussellCertified Financial Planner
- Daniel Spector-FransonCertified Financial Planner
- Jon P. TheriaultInvestment adviser rep
- Allison M. UozumiInvestment adviser rep
- Kenneth M. Vander KooiCertified Financial Planner
- James M. VandevoordeInvestment adviser rep
- Jack S. ZhaoChartered Financial Analyst
Summitry, LLC advisors in every city and state →Summitry, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Summitry, LLC advisors in other cities
Other firms in Foster City
All Foster City advisors →Ieq Capital, LLC 104Bailard, Inc. 30Team Hewins, LLC 18LPL Financial LLC 8Gamma Investing LLC 4Neumann Capital Management 3
Questions
How many financial advisors does Summitry, LLC have in Foster City?
18 investment adviser representatives are registered at Summitry, LLC offices in Foster City, California, according to the SEC's Investment Adviser Public Disclosure records, out of 25 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Summitry, LLC one of the largest advisor employers in Foster City?
Summitry, LLC ranks number 3 in Foster City by registered advisors; Ieq Capital, LLC has the most, with 104.
How do I check a Summitry, LLC advisor in Foster City?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Summitry, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.