Summit Securities Group LLC

Broker-DealerFINRA MemberEst. 2012

Total AUM

—

Advisory reps

42

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 organized as a limited liability company and appears on SEC records since 2012. FINTRX classifies the firm as unclassified and lists its owner type as a mix of domestic entity and individual ownership. The firm is not identified as a capital allocator, is not active on ESG mandates per the snapshot, and the profile indicates it is not registered as a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not supply details on the firm's fee structure, client base, or specific advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

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

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Contacts

3 of 37

Jason Emeott
TraderCRD 5511562
Daniel Dougherty
CRD 1563140
Vladislav Iordanov
TraderCRD 2755179

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 46

Active vs passive

$207M in ETFs

Passive

100%

$207M

Active

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%

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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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