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Elizabeth Katz Miller

Summit Place Financial Advisors, LLC

Summit, NJ

New York, NY

CRD 1985197

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Employer firm

Summit Place Financial Advisors, LLC CRD 147984

$300M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

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
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Elizabeth Katz

View on SEC IAPD

Nearby Firms

CONCORD MANAGEMENT SERVICES, LLC
CONVERSANT CAPITAL LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND

Nearby Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ

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