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Assunta Rosaria Mclane

Summit Place Financial Advisors, LLC

Basking Ridge, NJ

Summit, NJ

CRD 7661656

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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 2022-11-30
  • NJ RA
    APPROVED
    Since 2022-11-30

Branch Locations

Basking Ridge, 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 11/2018 Present
Glenmede Trust Company Morristown NJ 07/2012 10/2018
Designations
  • Certified Financial Planner
Other Names
  • Susie R Buonincontri
  • Assunta R Buonincontri

View on SEC IAPD

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