Sumit Kumar, financial advisor Riverside CT

Sumit Kumar

CRD Number: 4709765
Current Firm: Stone Lake Wealth Management, LLC

Sumit Kumar (CRD# 4709765) is an Investment Advisor Representative working at Stone Lake Wealth Management, LLC in Riverside, CT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Stone Lake Wealth, LLC Riverside, CT Apr 2016 - Current 7
Goldman Sachs & Company New York, NY Jul 2014 - Apr 2016 1
Rbs Securities Inc. Stamford, CT Jul 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination May 2016
Contact Info for Sumit Kumar
Phone Number: (203) 340-0251
Registered State(s):
  • CT
  • TX
  • VA
Current Firm Details
Stone Lake Wealth Management, LLC
Firm's CRD Number: 283554
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $512,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, TX, VA

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