Summit Advisory Solutions, Ltd.

Summit Advisory Solutions, Ltd. (CRD# 115374) is a financial advisory firm headquartered in , . They manage $8,822,355 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $259,481
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Summit Advisory Solutions, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Jon Tanner, financial advisor Highland NY
Jon D. Tanner
CRD#: 1895039
Highland, NY

Jon Tanner (CRD# 1895039) is an Investment Advisor Representative working at Summit Advisory Solutions, Ltd. in Highland, NY and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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