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Financial ADVSR advisor directory · SEC adviser records

Summit Planning Group, LLC financial advisors

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

4 registered advisors work at Summit Planning Group, LLC, in 1 state and 2 cities; the most are in Branford, CT (3). 1 list the CFP designation and 4 are also registered broker representatives.

Search every Summit Planning Group, LLC advisor by name →Who joined and left Summit Planning Group, LLC →

Cities with the most Summit Planning Group, LLC advisors

Branford, CT 3Glastonbury, CT 1

Summit Planning Group, LLC advisors by state

Summit Planning Group, LLC in Connecticut 4

Branford 3Glastonbury 1

Questions

How many financial advisors does Summit Planning Group, LLC have?

4 investment adviser representatives are registered with Summit Planning Group, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 1 list the CFP designation and 4 are also registered as broker representatives.

Where does Summit Planning Group, LLC have the most advisors?

Branford, CT, with 3 registered advisors, then Glastonbury, CT (1). By state, Connecticut has the most, with 4.

How do I find a Summit Planning Group, LLC financial advisor near me?

Pick your state below, then your city, to see every Summit Planning Group, 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 Planning Group, 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 →