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Elizabeth Katz Miller

SUMMIT PLACE FINANCIAL ADVISORS,LLC·SUMMIT, New Jersey
Series 7, Series 65Clean record30 years registeredSUMMIT PLACE FINANCIAL ADVISORS,LLC
18 BANK STREET, SUMMIT, NJ 07901CRD# 1985197Firm CRD# 147984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Katz Miller · SUMMIT, NJ
Registration
CRD #1985197 · SUMMIT PLACE FINANCIAL ADVISORS,LLC · 30 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT PLACE FINANCIAL ADVISORS, LLC
Nov 2008 – present
TREVOR STEWART BURTON & JACOBSEN INC
May 1996 – Nov 2008
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · May 2, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT PLACE FINANCIAL ADVISORS,LLC
CRD 147984 · SEC 801-96169
AUM
$239M
Regulatory assets under management
Employees
4
305 client accounts
Services offered by SUMMIT PLACE FINANCIAL ADVISORS,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT PLACE FINANCIAL ADVISORS,LLC →
Introduction

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05

Frequently Asked Questions

What services does Elizabeth Katz Miller offer?
Elizabeth Katz Miller specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SUMMIT, New Jersey for a consultation.
What are Elizabeth Katz Miller's credentials?
Elizabeth Katz Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Katz Miller located?
Elizabeth Katz Miller is based in SUMMIT, New Jersey, working with SUMMIT PLACE FINANCIAL ADVISORS,LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Elizabeth Katz Miller charge for services?
Elizabeth Katz Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT PLACE FINANCIAL ADVISORS,LLC?
SUMMIT PLACE FINANCIAL ADVISORS,LLC has approximately 4 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Assunta Rosaria Mclane
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