Unclaimed Profile

Alvin R Anton

SUMMIT INVESTMENT ADVISORS, INC.·HUNT VALLEY, Maryland

SIE, Series 7, Series 63, Series 65Clean record9 years registeredSUMMIT INVESTMENT ADVISORS, INC.

11350 MCCORMICK ROAD, HUNT VALLEY, MD 21031CRD# 2435540Firm CRD# 281050

Profile Verification

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

Identity

Alvin R Anton · HUNT VALLEY, MD

Registration

CRD #2435540 · SUMMIT INVESTMENT ADVISORS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2023 – present

SUMMIT FINANCIAL

Aug 2017 – Sep 2025

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 12, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT INVESTMENT ADVISORS, INC.

CRD 281050 · SEC 801-120644

AUM

$197M

Regulatory assets under management

Employees

519 client accounts

Services offered by SUMMIT INVESTMENT ADVISORS, INC.

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 INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Alvin R Anton offer?

Alvin R Anton specializes in Financial Planning, Investment Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Alvin R Anton's credentials?

Alvin R Anton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alvin R Anton located?

Alvin R Anton is based in HUNT VALLEY, Maryland, working with SUMMIT INVESTMENT ADVISORS, INC.. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Alvin R Anton charge for services?

Alvin R Anton'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 INVESTMENT ADVISORS, INC.?

SUMMIT INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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