SUMMIT FINANCIAL ADVISORS, LLC
Legal name: SUMMIT FINANCIAL
CRD #109280 SEC #801-58179 SAN MATEO, CA 650-357-9410
SEC Registered
Total AUM
$519M
Discretionary
$351.4M
Employees
4
Clients
51
Accounts
956
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| ALBRIGHT, CRISTINA, PETERSEN | I | CCO | NA | |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | E | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| PIETROFESA, MARK, BRYAN | I | MEMBER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| VELEZ, RAFAEL, ORLANDO | I | MANAGING MEMBER | D | Control |
| Glasser, Michael, J | I | CHIEF EXECUTIVE OFFICER | A | Control |
| Glasser, Michael, J | I | CHIEF EXECUTIVE OFFICER | A | Control |
| Glasser, Michael, J | I | CHIEF EXECUTIVE OFFICER | A | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (7)
CA FL NH NV OR TX WA
Address
1700 S. EL CAMINO REAL, SUITE 385SAN MATEO, CA 94402
United States
Phone: 650-357-9410