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SUMMIT X
SUMMIT X
SUMMIT WEALTH STRATEGIES
CHESTERFIELD, Missouri
·
7 registered advisors
·
CRD# 282502
SEC# 801-107111
3
636-532-0088
01
Firm Overview
AUM
$791M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SUMMIT X
7 registered advisors
Brent Stephen Spicuzza
CHESTERFIELD, Missouri
CRD# 4134728
Carlton Jerome Dick
CHESTERFIELD, Missouri
CRD# 5639545
Erica Joan Garzia
CHESTERFIELD, Missouri
CRD# 5998352
Kayla Renee Nieman
CHESTERFIELD, Missouri
CRD# 4664206
Michael Garrett Ott
CHESTERFIELD, Missouri
CRD# 5131748
Peter James Donovan
CHESTERFIELD, Missouri
CRD# 4827771
Trisha Kay Koontz
CHESTERFIELD, Missouri
CRD# 6885413
05
Office Locations
CHESTERFIELD, Missouri
7 advisors
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Data sourced from SEC Form ADV filings. SUMMIT X (CRD# 282502) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.