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Financial ADVSR advisor directory · SEC adviser records

Summit Place Financial Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Summit Place Financial Advisors, LLC, by the state and city of the office they work from.

3 registered advisors work at Summit Place Financial Advisors, LLC, in 1 state and 2 cities; the most are in Summit, NJ (2). 2 list the CFP designation and 0 are also registered broker representatives.

Search every Summit Place Financial Advisors, LLC advisor by name →Who joined and left Summit Place Financial Advisors, LLC →Summit Place Financial Advisors, LLC: assets, clients and custodians →

Cities with the most Summit Place Financial Advisors, LLC advisors

Summit, NJ 2Hoboken, NJ 1

Summit Place Financial Advisors, LLC advisors by state

Summit Place Financial Advisors, LLC in New Jersey 3

Summit 2Hoboken 1

Questions

How many financial advisors does Summit Place Financial Advisors, LLC have?

3 investment adviser representatives are registered with Summit Place Financial Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Summit Place Financial Advisors, LLC have the most advisors?

Summit, NJ, with 2 registered advisors, then Hoboken, NJ (1). By state, New Jersey has the most, with 3.

How do I find a Summit Place Financial Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Summit Place Financial Advisors, LLC advisor registered at an office there. Each one 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. An advisor registered at Summit Place Financial Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →