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Financial ADVSR advisor directory · SEC adviser records

Summit Place Financial Advisors, LLC financial advisors in New Jersey

Every SEC-registered investment adviser representative at a Summit Place Financial Advisors, LLC office in New Jersey, by city and A to Z.

The short answer

3 registered advisors work at Summit Place Financial Advisors, LLC in New Jersey, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Summit (2). 2 list the CFP designation and 0 are also registered broker representatives.

Summit Place Financial Advisors, LLC advisors by city in New Jersey

Every firm in New Jersey →

Summit 2Hoboken 1

Summit Place Financial Advisors, LLC advisors in New Jersey, A to Z

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Questions

How many Summit Place Financial Advisors, LLC financial advisors are in New Jersey?

3 investment adviser representatives are registered at Summit Place Financial Advisors, LLC offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Summit, with 2, then Hoboken (1). Summit Place Financial Advisors, LLC has advisors in 2 cities in New Jersey.

How do I check a Summit Place Financial Advisors, LLC advisor in New Jersey?

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 Summit Place Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.