Financial ADVSR advisor directory · SEC adviser records
Summit Planning Group, LLC financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Summit Planning Group, LLC office in Connecticut, by city and A to Z.
4 registered advisors work at Summit Planning Group, LLC in Connecticut, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Branford (3). 1 list the CFP designation and 4 are also registered broker representatives.
Summit Planning Group, LLC advisors by city in Connecticut
Every firm in Connecticut →Summit Planning Group, LLC advisors in Connecticut, A to Z
Search by name →- Charles D. KonczBranford
- Benjamin V. OnofrioBranford
- Brian V. OnofrioBranford
- Karl J. ZirolliGlastonbury · Certified Financial Planner
Summit Planning Group, LLC advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Summit Planning Group, LLC financial advisors are in Connecticut?
4 investment adviser representatives are registered at Summit Planning Group, LLC offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Where in Connecticut does Summit Planning Group, LLC have the most advisors?
Branford, with 3, then Glastonbury (1). Summit Planning Group, LLC has advisors in 2 cities in Connecticut.
How do I check a Summit Planning Group, LLC advisor in Connecticut?
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 Planning Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.