Unclaimed Profile

Mark Bryan Pietrofesa

SUMMIT FINANCIAL ADVISORS, LLC·SAN MATEO, California

SIE, Series 7, Series 63, Series 65Clean record27 years registeredSUMMIT FINANCIAL ADVISORS, LLC

109 BALDWIN AVENUE, SAN MATEO, CA 94401CRD# 1788669Firm CRD# 109280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Bryan Pietrofesa · SAN MATEO, CA

Registration

CRD #1788669 · SUMMIT FINANCIAL ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT FINANCIAL ADVISORS, LLC

SUMMITFINANCIAL

May 1999 – Nov 2023

SAN MATEO, CA

RAYMOND JAMES FINANCIAL SERVICES

Aug 1998 – Dec 2003

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 17, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT FINANCIAL ADVISORS, LLC

CRD 109280 · SEC 801-58179

AUM

$499M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Mark Bryan Pietrofesa offer?

Mark Bryan Pietrofesa specializes in Financial Planning, Investment Management.

What are Mark Bryan Pietrofesa's credentials?

Mark Bryan Pietrofesa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Bryan Pietrofesa located?

Mark Bryan Pietrofesa is based in SAN MATEO, California, last registered with SUMMIT FINANCIAL ADVISORS, LLC.

How does Mark Bryan Pietrofesa charge for services?

Mark Bryan Pietrofesa'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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