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 a limited liability company that registered with the SEC in 2012. Filings indicate an owner structure described as a domestic entity/individual and the firm is classified as unclassified. Public disclosures show that Summit is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi‑state adviser. The firm has not provided detail on its fee model, client base, or specific advisory activities in the available summary.
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 4ELLIOT GULKOWITZ
Chief Executive OfficerCRD 5552025
Akiva Nimchinsky
Chief Financial OfficerCRD 5219594
FRANK DEMARTINO
Chief Compliance OfficerCRD 1403655
Contacts
3 of 40Evelyn Cai
Trading AnalystCRD 7932196
MAXIM LIPSHITZ
Software EngineerCRD 6529311
DEAN POTASHNER
Director of Options TradingCRD 4714520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$47.7M in ETFs
100%
$47.5M
<1%
$191K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $34.6M | 59,908 | 72.51% |
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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