Liliya Gubceac

Employer firm

Summit Wealth Group CRD 335242

$2.31B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → 01/2022
  Summit Wealth Group
  Colorado Springs, CO
• 01/2022 → Present
  Commonwealth Financial Network
  San Diego, CA
• 01/2022 → Present
  Summit Wealth Group
  Scottsdale, AZ
• 06/2007 → 12/2021
  Commonwealth Financial Network
  San Diego, CA
• 04/2025 → Present
  Summit Wealth Group Llc
  Colorado Springs, CO

Previous Registrations

• 2022-01-03 → 2025-05-01
  Commonwealth Financial Network
  Colorado Springs, CO
  Scottsdale, AZ
  Iva, SC

Other Businesses

Co-Owner, Summit Wealth Group, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2019; 2% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-13
• S66 Uniform Combined State Law Examination
  2009-12-05

Other Names

• Liliya Novak
• Liliya A. Novak
• Liliya A. Gubceac