Summi VermaCRD Number: 6200124
Current Firm: Jackson, Grant Investment Advisers, Inc.
Summi Verma (CRD# 6200124) is an Investment Advisor Representative working at Jackson, Grant Investment Advisers, Inc. in Stamford, CT and has over 3 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Jackson, Grant Investment Advisers, Inc.||Stamford, CT||Jan 2013 - Current||4|
|Jackson Grant Consulting Group||Stamford, CT||Feb 2012 - Dec 2012||< 1|
|Home||Stamford, CT||May 2009 - Jan 2012||2|
|New School University||New York, NY||Aug 2008 - Apr 2009||< 1|
|International Monetary Fund||Washington, DC||Feb 2008 - Jul 2008||< 1|
|New School University||New York, NY||Sep 2007 - Jan 2008||< 1|
|Home||Stamford, CT||Sep 2006 - Sep 2007||1|
|Hdfc Bank Limited||Jaipur, CT||Mar 2002 - Sep 2006||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management212MILLIONS
Total Number of Accounts83ACCOUNTS
Average Account Value$2,557,598
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
CT, FL, IL, MA, NJ, NY, VA