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Rafael Orlando Velez

SUMMIT FINANCIAL ADVISORS, LLC·SAN MATEO, California
Clean recordSUMMIT FINANCIAL ADVISORS, LLC
1700 S. EL CAMINO REAL, SUITE 385, SAN MATEO, CA 94402CRD# 2148488Firm CRD# 109280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rafael Orlando Velez · SAN MATEO, CA
Registration
CRD #2148488 · SUMMIT FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rafael Orlando Velez 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# 2148488
Firm CRD# 109280
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rafael Orlando Velez offer?
Rafael Orlando Velez specializes in Financial Planning, Investment Management. Contact their office in SAN MATEO, California for a consultation.
What are Rafael Orlando Velez's credentials?
Rafael Orlando Velez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rafael Orlando Velez located?
Rafael Orlando Velez 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 Rafael Orlando Velez charge for services?
Rafael Orlando Velez'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
Cristina Petersen Albright
SAN MATEO, CA
Michael J Glasser
SAN MATEO, CA

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Research
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