Summit Securities Group LLC

Broker-DealerFINRA MemberEst. 2012

Total AUM

—

Advisory reps

44

Avg account

$0

Firm details

Headquarters: New York, New York
CRD number: 159283
Registered since: June 6, 2012
Website: clearstreet.io

Firm profile

FINTRX

Overview

Summit Securities Group LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2012. FINTRX classifies the firm as unclassified; it is recorded as having both a domestic entity and individual ownership component. The dataset indicates the firm does not operate as a multi-state adviser, is not identified as an active ESG investor, is not a capital allocator in the FINTRX taxonomy, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 5

Elliot Gulkowitz
Chief Executive OfficerCRD 5552025
Akiva Nimchinsky
Chief Financial OfficerCRD 5219594
Frank Demartino
Chief Compliance OfficerCRD 1403655

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Contacts

3 of 39

Evelyn Cai
Trading AnalystCRD 7932196
Maxim Lipshitz
Software EngineerCRD 6529311
Dean Potashner
Director of Options TradingCRD 4714520

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 19

Active vs passive

$47.7M in ETFs

Passive

100%

$47.5M

Active

<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%

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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

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