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Maria Luisa Bernaldo De Quiros

SUMMA CORP.·TOMBALL, Texas
SIE, Series 7, Series 24, Series 63Clean record25 years registeredSUMMA CORP.
25219 KUYKENDAHL RD, TOMBALL, TX 77375CRD# 1793154Firm CRD# 113091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maria Luisa Bernaldo De Quiros · TOMBALL, TX
Registration
CRD #1793154 · SUMMA CORP. · 25 years registered
Brand Profile
Not yet started
01

Career History

SUMMA CORP.
Jun 2001 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · June 8, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMA CORP.
CRD 113091 · SEC 801-107935
AUM
$362M
Regulatory assets under management
Employees
2
56 client accounts
Services offered by SUMMA CORP.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SUMMA CORP. →
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05

Frequently Asked Questions

What services does Maria Luisa Bernaldo De Quiros offer?
Maria Luisa Bernaldo De Quiros specializes in Investment Management. Contact their office in TOMBALL, Texas for a consultation.
What are Maria Luisa Bernaldo De Quiros's credentials?
Maria Luisa Bernaldo De Quiros is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Luisa Bernaldo De Quiros located?
Maria Luisa Bernaldo De Quiros is based in TOMBALL, Texas, working with SUMMA CORP.. Their office serves clients in the TOMBALL metropolitan area and surrounding communities.
How does Maria Luisa Bernaldo De Quiros charge for services?
Maria Luisa Bernaldo De Quiros's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMA CORP.?
SUMMA CORP. has approximately 2 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMA CORP.

Rodrigo Gerardo De La Garza
TOMBALL, TX

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