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Katherine Lynn Feeney

Summit Place Financial Advisors, LLC

Summit, NJ

Summit, NJ

CRD 8000486

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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
NJ RA APPROVED 2025-01-15
  • NJ RA
    APPROVED
    Since 2025-01-15

Branch Locations

Summit, NJ • United States

18 Bank Street Suite 202, Summit, NJ 07901 • 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 04/2023 Present
Offit Capital New York NY 04/2014 03/2023
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Katherine Lynn
  • Kate Feeney
  • Kate Lynn

View on SEC IAPD

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