Unclaimed Profile

Robert William Lamberti

SUMMIT EQUITIES, INC.·PARSIPPANY, New Jersey

SIE, Series 7, Series 24CFAClean record18 years registeredSUMMIT EQUITIES, INC.

4 CAMPUS DR, PARSIPPANY, NJ 07054-0413CRD# 4502968Firm CRD# 11039

Profile Verification

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

Identity

Robert William Lamberti · PARSIPPANY, NJ

Registration

CRD #4502968 · SUMMIT EQUITIES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT EQUITIES, INC.

SUMMIT FINANCIAL RESOURCES INC

May 2017 – Jun 2018

PARSIPPANY, NJ

SUMMIT EQUITIES INC

Sep 2015 – Jun 2018

PARSIPPANY, NJ

HBK SORCE ADVISORY LLC

Apr 2008 – Mar 2009

ERIE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Registration record

First registered · April 25, 2008

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

SUMMIT EQUITIES, INC.

CRD 11039 · SEC 801-39162

Employees

Total firm employees

Services offered by SUMMIT EQUITIES, INC.

Per Form ADV

Other

View all advisors at SUMMIT EQUITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Robert William Lamberti offer?

Robert William Lamberti is a registered financial advisor in PARSIPPANY, New Jersey.

What are Robert William Lamberti's credentials?

Robert William Lamberti holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert William Lamberti located?

Robert William Lamberti is based in PARSIPPANY, New Jersey, last registered with SUMMIT EQUITIES, INC..

How does Robert William Lamberti charge for services?

Robert William Lamberti'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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