Summit Securities Group LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
45
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
159283
Registered since
June 6, 2012

Firm profile

FINTRX

Overview

Summit Securities Group LLC is organized as a limited liability company and is owned by a combination of a domestic entity and an individual. The firm's public profile in the source dataset is sparse: it is listed without a conventional classification, is not identified as a capital allocator, and the dataset does not flag the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. There is no description of client segments, advisory activities, or fee structure in the provided material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Frank Demartino

    Frank Demartino

    Chief Compliance OfficerCRD 1403655

  • Akiva Nimchinsky

    Akiva Nimchinsky

    Chief Financial OfficerCRD 5219594

  • Elliot Gulkowitz

    Chief Executive OfficerCRD 5552025

Unlock 2 more executives →

Contacts

3 of 40
  • Jason Emeott

    TraderCRD 5511562

  • Daniel Dougherty

    Daniel Dougherty

    CRD 1563140

  • Vladislav Iordanov

    TraderCRD 2755179

Unlock 37 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$207M in ETFs

Passive

100%

$207M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$64.1M87,11031.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Exchange Plz
Time zone
ET (UTC-5)
Office locations

Similar firms