Best Investors Account Sign in
Inactive

Elizabeth Katz Miller

Summit Place Financial Advisors, LLC

Summit, NJ

New York, NY

Claim This Profile
Current Employers
Summit Place Financial Advisors, Llc

18 Bank Street Suite 202, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-26
NJ RA APPROVED 2008-11-21
  • NY RA
    APPROVED
    Since 2021-04-26
  • NJ RA
    APPROVED
    Since 2008-11-21

Branch Locations

18 Bank Street Suite 202, Summit, NJ 07901 • United States

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Place Financial Advisors, Llc Summit NJ 07/2008 Present
Previous Registrations
  • 1996-05-02 → 2008-11-13
    Trevor Stewart Burton & Jacobsen Inc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-15
  • S65 Uniform Investment Adviser Law Examination
    1994-03-15
Designations
Other Names
  • Elizabeth Katz

View on SEC IAPD

Other Firms

CONCORD MANAGEMENT SERVICES, LLC
CONVERSANT CAPITAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
BIANCO WEALTH ADVISORS LLC
FORZA INVESTMENT GROUP, LP
TSP CAPITAL MANAGEMENT GROUP, LLC
OPPENHEIMER & CO. INC.

Other Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND
Giselle Wright
Matthew James Pejkovic
NICHOLAS ALFRED PISCIOTTI
Anthony Lewis
KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

More in Summit, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor