Best Investors Account Sign in
Inactive

Sarah Brookes-Governo

Summit Wealth Group LLC

Exeter, NH

CRD 5062978

Claim This Profile
Employer firm

Summit Wealth Group LLC CRD 282205

$762M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Summit Wealth Group Llc

20B Hampton Road, Exeter, NH 03833 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-08-23
  • VT RA
    APPROVED
    Since 2023-08-23

Branch Locations

20B Hampton Road, Exeter, NH 03833 • 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 Wealth Group Llc White River Junction VT 09/2015 Present
Previous Registrations
  • 2007-04-02 → 2008-09-15
    Morgan Stanley & Co. Llc
    Lebanon, NH
  • 2006-10-13 → 2007-04-02
    Morgan Stanley Dw Inc.
    West Lebanon, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-15
S66 Uniform Combined State Law Examination 2006-10-12
  • S65 Uniform Investment Adviser Law Examination
    2016-07-15
  • S66 Uniform Combined State Law Examination
    2006-10-12
Other Names
  • Sarah Brookes-Governo
  • Sarah Deborah Brookes
  • Sarah Brookes-Gougrno

View on SEC IAPD

Nearby Firms

EAGLE STRATEGIES LLC
EDWARD JONES
AFFINITY INVESTMENT GROUP, LLC

Nearby Investors

ABIGAIL HURLBURT
KATHERINE ADAMS
ERIK MATTHEW POTTS

Nearby Offices

EAGLE STRATEGIES LLC · EXETER, NH
EDWARD JONES · EXETER, NH
AFFINITY INVESTMENT GROUP, LLC · EXETER, NH

More in Exeter, NH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor