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Emily Kathryn Hazelroth

Summitry, LLC

Foster City, CA

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Current Employers
Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

919 Hillsdale Blvd Suite 150, Foster City, CA 94404 • 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
Fidelity Brokerage Services Llc Edina MN 02/2015 11/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2018
Strategic Advisers, Inc. Edina MN 02/2015 07/2018
Tiaa Palo Alto CA 11/2018 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Palo Alto CA 11/2018 11/2020
Summitry, Llc Foster City CA 02/2021 Present
  • 02/2015 → 11/2018
    Fidelity Brokerage Services Llc
    Edina, MN
  • 07/2018 → 11/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2015 → 07/2018
    Strategic Advisers, Inc.
    Edina, MN
  • 11/2018 → 11/2020
    Tiaa
    Palo Alto, CA
  • 11/2018 → 11/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Palo Alto, CA
  • 02/2021 → Present
    Summitry, Llc
    Foster City, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-24
  • S66 Uniform Combined State Law Examination
    2014-02-24
Designations
Other Names
  • Emily Hazelroth

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
CELESTA
SEMPERVIRENS VENTURES LLC
WORLD INVESTMENT ADVISORS, LLC

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DYLAN BOWSKY
Ronald Timothy Clement
Tom Gai
Jia Hui Wei
Xiaoyan Zhou
AJANTA BASAK
Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA
SEMPERVIRENS VENTURES LLC · SAN MATEO, CA

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