Robert Bizek, financial advisor Dorset VT

Robert Bizek

CRD Number: 1163641
Current Firm: Summit Investments LLC

Robert Bizek (CRD# 1163641) is an Investment Advisor Representative working at Summit Investments LLC in Dorset, VT and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Investments LLC Manchester, VT Dec 2017 - Current 4
Equinox Financial Advisors, Inc. Manchester, VT Nov 2016 - Dec 2017 1
Summit Advisors LLC Benson, VT Sep 2013 - Mar 2017 3
Rbc Capital Markets , LLC Manchester, VT Aug 2008 - Sep 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Robert J. Bizek
Phone Number: 802-287-0822
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $191,084
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VT

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