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Maximilian Montagnino

Summer Family Advisors LLC

Stamford, CT

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Current Employers
Summer Family Advisors Llc

48 Union Street Ste 1C, Stamford, CT 06906 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-02-06
  • CT RA
    APPROVED
    Since 2026-02-06

Branch Locations

48 Union Street Ste 1C, Stamford, CT 06906 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summer Family Advisors Llc Stamford CT 05/2025 Present
Summer Associates Inc. Stamford CT 07/2019 Present
Hymes & Associates Bronxville NY 03/2016 06/2019
Suny Maritime College Bronx NY 06/2014 06/2019
  • 05/2025 → Present
    Summer Family Advisors Llc
    Stamford, CT
  • 07/2019 → Present
    Summer Associates Inc.
    Stamford, CT
  • 03/2016 → 06/2019
    Hymes & Associates
    Bronxville, NY
  • 06/2014 → 06/2019
    Suny Maritime College
    Bronx, NY
Other Businesses

Maximilian Montagnino is currently employed as President/CEO of Summer Associates Inc. In this role, Maximilian Montagnino performs tax return preparation & review and business consulting services. This activity accounts for approximately 90% of their time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-07
  • S65 Uniform Investment Adviser Law Examination
    2025-07-07

View on SEC IAPD

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