Unclaimed Profile

Matthew Carl Rudolf

SUMMIT CAPITAL MANAGEMENT LLC·SEATTLE, Washington

Series 65Clean record14 years registeredSUMMIT CAPITAL MANAGEMENT LLC

1011 WESTERN AVE, SEATTLE, WA 98104CRD# 4364149Firm CRD# 106812

Profile Verification

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

Identity

Matthew Carl Rudolf · SEATTLE, WA

Registration

CRD #4364149 · SUMMIT CAPITAL MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUMMIT CAPITAL MANAGEMENT LLC

MERRIMAN

Apr 2016 – Apr 2020

SEATTLE, WA

SUMMIT CAPITAL MANAGEMENT LLC

May 2012 – Apr 2016

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 21, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT CAPITAL MANAGEMENT LLC

CRD 106812 · SEC 801-52176

AUM

$520M

Regulatory assets under management

Employees

814 client accounts

Services offered by SUMMIT CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SUMMIT CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Carl Rudolf offer?

Matthew Carl Rudolf specializes in Investment Management, Retirement Planning, Wealth Management.

What are Matthew Carl Rudolf's credentials?

Matthew Carl Rudolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Carl Rudolf located?

Matthew Carl Rudolf is based in SEATTLE, Washington, last registered with SUMMIT CAPITAL MANAGEMENT LLC.

How does Matthew Carl Rudolf charge for services?

Matthew Carl Rudolf's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT CAPITAL MANAGEMENT LLC?

SUMMIT CAPITAL MANAGEMENT LLC has approximately 10 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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