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Cristina Petersen Albright

SUMMIT FINANCIAL ADVISORS, LLC·SAN MATEO, California
Clean recordSUMMIT 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cristina Petersen Albright is a registered financial advisor based in SAN MATEO, California, affiliated with SUMMIT FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SUMMIT FINANCIAL ADVISORS, LLC
SUMMIT FINANCIAL
AUM
$499M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SUMMIT FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4180080
Firm CRD# 109280
View on FINRA BrokerCheck →

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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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Research
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