Summi Verma, financial advisor Stamford CT
89 score

Summi Verma

CRD 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.

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Company Name Location Dates Years
Jackson, Grant Investment Advisers, Inc. Stamford, CT Jan 2013 - Current 3
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
Contact Info for Summi Verma
Phone Number: 203-322-1198
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    212
    MILLIONS
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $2,557,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CT, FL, IL, MA, NJ, NY, VA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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