Claim Profile
Unclaimed Profile
ML

Miriam Lefkowitz

SUMMIT EQUITIES, INC.·PARSIPPANY, New Jersey
SIE, Series 7, Series 24Clean recordSUMMIT 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SUMMIT EQUITIES, INC.
CRD 11039 · SEC 801-39162
Employees
0
Total firm employees
Services offered by SUMMIT EQUITIES, INC.
Per Form ADV
Other
Introduction

Speak with Miriam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Miriam is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PARSIPPANY?

Browse all registered financial advisors in PARSIPPANY, New Jersey or claim this profile if it's yours.

04

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SUMMIT EQUITIES, INC.