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Cristina Petersen Albright

SUMMIT FINANCIAL ADVISORS, LLC·SAN MATEO, California
SIE, Series 7, Series 66Clean record25 years registeredSUMMIT FINANCIAL ADVISORS, LLC
1700 S. EL CAMINO REAL, SUITE 385, SAN MATEO, CA 94402CRD# 4180080Firm CRD# 109280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cristina Petersen Albright · SAN MATEO, CA
Registration
CRD #4180080 · SUMMIT FINANCIAL ADVISORS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

MAI CAPITAL MANAGEMENT, LLC
Sep 2025 – present
SUMMIT FINANCIAL
Mar 2001 – Oct 2025
SAN MATEO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 30, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT FINANCIAL ADVISORS, LLC
CRD 109280 · SEC 801-58179
AUM
$499M
Regulatory assets under management
Employees
3
916 client accounts
Services offered by SUMMIT FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Cristina Petersen Albright offer?
Cristina Petersen Albright specializes in Financial Planning, Investment Management. Contact their office in SAN MATEO, California for a consultation.
What are Cristina Petersen Albright's credentials?
Cristina Petersen Albright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cristina Petersen Albright located?
Cristina Petersen Albright is based in SAN MATEO, California, working with SUMMIT FINANCIAL ADVISORS, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Cristina Petersen Albright charge for services?
Cristina Petersen Albright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT FINANCIAL ADVISORS, LLC?
SUMMIT FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $499M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT FINANCIAL ADVISORS, LLC

Mark Bryan Pietrofesa
SAN MATEO, CA
Michael J Glasser
SAN MATEO, CA
Rafael Orlando Velez
SAN MATEO, CA

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