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Eric S. Walters

Summit Hill Wealth Management, LLC

Greenwood Village, CO

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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
Other Names
  • Walters S Eric

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
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