Financial ADVSR advisor directory · SEC adviser records
Summit Advisors, LLC financial advisors in Canonsburg, PA
Every SEC-registered investment adviser representative at a Summit Advisors, LLC office in Canonsburg, A to Z.
The short answer
3 registered advisors work at Summit Advisors, LLC in Canonsburg, out of 4 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Summit Advisors, LLC advisors in Canonsburg, A to Z
Every Summit Advisors, LLC advisor →- David P. KoenigAlso a broker rep
- Betty H. RainierAlso a broker rep
- Richard K. Rainier IIAlso a broker rep
Summit Advisors, LLC advisors in every city and state →Advisor Moves: who changed firms this week →
Summit Advisors, LLC advisors in other cities
Other firms in Canonsburg
All Canonsburg advisors →Goldman Sachs Wealth Services, L.P. 26Cetera Investment Advisers LLC 19LPL Financial LLC 18Wells Fargo Clearing Services, LLC 18UBS Financial Services Inc. 17RBC Capital Markets, LLC 11Janney Montgomery Scott LLC 9Osaic Wealth, Inc. 9Grant Street Asset Management Inc. 6H Financial Management 6Networth Advisors, LLC 6Hutchison Whitehead Wealth Management 5
Questions
How many financial advisors does Summit Advisors, LLC have in Canonsburg?
3 investment adviser representatives are registered at Summit Advisors, LLC offices in Canonsburg, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Summit Advisors, LLC one of the largest advisor employers in Canonsburg?
Summit Advisors, LLC ranks number 18 in Canonsburg by registered advisors; Goldman Sachs Wealth Services, L.P. has the most, with 26.
How do I check a Summit Advisors, LLC advisor in Canonsburg?
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 Advisors, 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.