Summit Planning Group, Inc.

Summit Planning Group, Inc. (CRD# 125994) is a financial advisory firm headquartered in E. Syracuse, NY. They manage $103,976,411 in 458 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6674 Hammersmith Dr., E. Syracuse, NY 13057
http://www.summitplan.com
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $227,023
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NH, NY, TX

Financial Advisors at Summit Planning Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard Urciuoli, financial advisor E. Syracuse NY
Richard J. Urciuoli
CRD#: 1239283
6674 Hammersmith Dr., E. Syracuse, NY 13057

Richard Urciuoli (CRD# 1239283) is an Investment Advisor Representative working at Summit Planning Group, Inc. in E. Syracuse, NY and has over 39 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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