Unclaimed Profile

Anthony John Fiorenza

SUMMIT GROUP RETIREMENT PLANNERS, INC.·EXTON, Pennsylvania

SIE, Series 6, Series 6TO, Series 7, Series 63, Series 65Clean record16 years registeredSUMMIT GROUP RETIREMENT PLANNERS, INC.

431 EXTON COMMONS, EXTON, PA 19341CRD# 1149077Firm CRD# 169823

Profile Verification

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

Identity

Anthony John Fiorenza · EXTON, PA

Registration

CRD #1149077 · SUMMIT GROUP RETIREMENT PLANNERS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

SUMMIT GROUP RETIREMENT PLANNERS, INC.

Dec 2013 – present

NFP SECURITIES, INC.

Oct 2009 – Dec 2013

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 63

Series 65

Registration record

First registered · October 16, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT GROUP RETIREMENT PLANNERS, INC.

CRD 169823 · SEC 801-110664

AUM

$260M

Regulatory assets under management

Employees

327 client accounts

Services offered by SUMMIT GROUP RETIREMENT PLANNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUMMIT GROUP RETIREMENT PLANNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Anthony John Fiorenza offer?

Anthony John Fiorenza specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXTON, Pennsylvania for a consultation.

What are Anthony John Fiorenza's credentials?

Anthony John Fiorenza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony John Fiorenza located?

Anthony John Fiorenza is based in EXTON, Pennsylvania, working with SUMMIT GROUP RETIREMENT PLANNERS, INC.. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Anthony John Fiorenza charge for services?

Anthony John Fiorenza's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT GROUP RETIREMENT PLANNERS, INC.?

SUMMIT GROUP RETIREMENT PLANNERS, INC. has approximately 4 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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