Unclaimed Profile

Miriam Lefkowitz

SUMMIT EQUITIES, INC.·PARSIPPANY, New Jersey

SUMMIT EQUITIES, INC.

4 CAMPUS DR, PARSIPPANY, NJ 07054-0413CRD# 4567955Firm CRD# 11039

Profile Verification

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

Identity

Miriam Lefkowitz · PARSIPPANY, NJ

Registration

CRD #4567955 · SUMMIT EQUITIES, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Miriam Lefkowitz is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with SUMMIT EQUITIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

SUMMIT EQUITIES, INC.

SUMMIT EQUITIES INC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUMMIT EQUITIES, INC. →

Services

Other

Background

Compensation

Other: SEE SCHEDULE D MISCELLANEOUS

Regulatory

SEC/IARD CRD# 4567955

Firm CRD# 11039

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Miriam Lefkowitz offer?

Miriam Lefkowitz is a registered financial advisor in PARSIPPANY, New Jersey. Contact their office for details on services offered.

What are Miriam Lefkowitz's credentials?

Miriam Lefkowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Miriam Lefkowitz located?

Miriam Lefkowitz is based in PARSIPPANY, New Jersey, working with SUMMIT EQUITIES, INC.. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.

How does Miriam Lefkowitz charge for services?

Miriam Lefkowitz's firm is compensated through other: see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT EQUITIES, INC.?

SUMMIT EQUITIES, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.

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