Unclaimed Profile

Adam David Seitchik

NEW SUMMIT INVESTMENTS LLC·MANCHESTER, Massachusetts

Clean record17 years registeredNEW SUMMIT INVESTMENTS LLC

13 ELM STREET, MANCHESTER, MA 01944CRD# 5073769Firm CRD# 285219

Profile Verification

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

Identity

Adam David Seitchik · MANCHESTER, MA

Registration

CRD #5073769 · NEW SUMMIT INVESTMENTS LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEW SUMMIT INVESTMENTS LLC

ARJUNA CAPITAL, LLC

Aug 2016 – May 2023

TAOS, NM

BALDWIN BROTHERS INC

May 2013 – Aug 2016

DURHAM, NC

TRILLIUM ASSET MANAGEMENT CORP.

Jan 2009 – Nov 2009

BOSTON, MA

Registrations & Exams

Registration record

First registered · January 29, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW SUMMIT INVESTMENTS LLC

CRD 285219 · SEC 801-121061

AUM

$122M

Regulatory assets under management

Employees

6 client accounts

Services offered by NEW SUMMIT INVESTMENTS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at NEW SUMMIT INVESTMENTS LLC →

Introduction

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Frequently Asked Questions

What services does Adam David Seitchik offer?

Adam David Seitchik specializes in Retirement Planning.

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, last registered with NEW SUMMIT INVESTMENTS LLC.

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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