Summit Place Financial Advisors, LLC

Summit Place Financial Advisors, LLC (CRD# 147984) is a financial advisory firm headquartered in Summit, NJ. They manage $103,692,580 in 133 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $779,643
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

LA, NJ, TX

Financial Advisors at Summit Place Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elizabeth K. Miller
CRD#: 1985197
18 Bank Street, Suite 200, Summit, NJ 07901
96
Wealthminder
score

Elizabeth Miller (CRD# 1985197) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in Summit, NJ and has over 22 years of experience in the finance industry. Elizabeth Miller 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.

2
Pearce W. Landry-Wegener
CRD#: 6621975
New Orleans, LA
90
Wealthminder
score

Pearce Landry-Wegener (CRD# 6621975) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in New Orleans, LA and has 1 year of experience in the finance industry. Pearce Landry-Wegener 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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