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.

Similar Advisors
Michael Adrian, financial advisor Dorset VT
Michael J. Adrian
CRD# 2262233
Archer Investment Corporation
Similar Advisors
Michael Adrian, financial advisor Dorset VT
Michael J. Adrian
CRD# 2285905
Archer Investment Corporation
Similar Advisors
Jessica Anderson, financial advisor Dorset VT
Jessica L. Anderson
CRD# 1579811
Ubs Financial Services Inc.
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.