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Eric S. Walters

Summit Hill Wealth Management, LLC

Greenwood Village, CO

CRD 4671811

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Employer firm

Summit Hill Wealth Management, LLC CRD 296740

$146M regulatory AUM 90 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • FINANCIAL CONSULTING

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

Current Employers
Summit Hill Wealth Management, Llc

5619 Dtc Parkway Suite 550, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-17
CO RA APPROVED 2018-05-25
  • TX RA
    APPROVED_RES
    Since 2024-07-17
  • CO RA
    APPROVED
    Since 2018-05-25

Branch Locations

5619 Dtc Parkway Suite 550, Greenwood Village, CO 80111 • 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
Bny Mellon Wealth Management Denver CO 12/2010 04/2018
Summit Hill Wealth Management, Llc Greenwood Village CO 04/2018 Present
Previous Registrations
  • 2010-04-07 → 2010-08-31
    Westport Resources Management Inc
    Westport, CT
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Walters S Eric

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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