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Adam David Seitchik

NEW SUMMIT INVESTMENTS LLC·MANCHESTER, Massachusetts
Unclaimed Profile
13 ELM STREET, MANCHESTER, MA 01944CRD# 5073769Firm CRD# 285219
01

About

Adam David Seitchik is a registered financial advisor based in MANCHESTER, Massachusetts, affiliated with NEW SUMMIT INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEW SUMMIT INVESTMENTS LLC
NEW SUMMIT INVESTMENTS LLC
AUM
$122M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at NEW SUMMIT INVESTMENTS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5073769
Firm CRD# 285219
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam David Seitchik offer?
Adam David Seitchik specializes in Retirement Planning. Contact their office in MANCHESTER, Massachusetts for a consultation.
What are Adam David Seitchik's credentials?
Adam David Seitchik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam David Seitchik located?
Adam David Seitchik is based in MANCHESTER, Massachusetts, working with NEW SUMMIT INVESTMENTS LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Adam David Seitchik charge for services?
Adam David Seitchik's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW SUMMIT INVESTMENTS LLC?
NEW SUMMIT INVESTMENTS LLC has approximately 4 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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