Unclaimed Profile

Robert William Lamberti

SUMMIT EQUITIES, INC.·PARSIPPANY, New Jersey

SUMMIT 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.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Robert William Lamberti 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# 4502968

Firm CRD# 11039

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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. Contact their office for details on services offered.

What are Robert William Lamberti's credentials?

Robert William Lamberti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert William Lamberti located?

Robert William Lamberti 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 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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