Unclaimed Profile

Carlton Jerome Dick

SUMMIT X·CHESTERFIELD, Missouri

SUMMIT X

16020 SWINGLEY RIDGE, CHESTERFIELD, MO 63017CRD# 5639545Firm CRD# 282502

Profile Verification

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

Identity

Carlton Jerome Dick · CHESTERFIELD, MO

Registration

CRD #5639545 · SUMMIT X

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Carlton Jerome Dick is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with SUMMIT X. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SUMMIT X

SUMMIT WEALTH STRATEGIES

AUM

$791M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUMMIT X →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5639545

Firm CRD# 282502

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carlton Jerome Dick offer?

Carlton Jerome Dick specializes in Financial Planning, Investment Management. Contact their office in CHESTERFIELD, Missouri for a consultation.

What are Carlton Jerome Dick's credentials?

Carlton Jerome Dick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carlton Jerome Dick located?

Carlton Jerome Dick is based in CHESTERFIELD, Missouri, working with SUMMIT X. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.

How does Carlton Jerome Dick charge for services?

Carlton Jerome Dick'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 X?

SUMMIT X has approximately 19 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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