Summit Investor Coach, LLC

Summit Investor Coach, LLC (CRD# 146810) is a financial advisory firm headquartered in Guilford, CT. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Summit Investor Coach, LLC
Showing 1 - 1 of 1 top financial advisors.
Gene T. Offredi
CRD#: 351305
652 Boston Post Road, Suite 3, Guilford, CT 06437

Gene Offredi (CRD# 351305) is an Investment Advisor Representative working at Summit Investor Coach, LLC in Guilford, CT and has over 33 years of experience in the finance industry. Gene Offredi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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