Summit Securities Group LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 159283
- Registered since
- June 6, 2012
- Website
- clearstreet.io
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Frank Demartino
Chief Compliance OfficerCRD 1403655

Akiva Nimchinsky
Chief Financial OfficerCRD 5219594
Elliot Gulkowitz
Chief Executive OfficerCRD 5552025
Contacts
3 of 40Jason Emeott
TraderCRD 5511562

Daniel Dougherty
CRD 1563140
Vladislav Iordanov
TraderCRD 2755179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$207M in ETFs
100%
$207M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $64.1M | 87,110 | 31.00% |
Location
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
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