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Roman Korolchuk

Summit Financial Strategies Inc

Columbus, OH

CRD 7669860

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Employer firm

Summit Financial Strategies Inc CRD 110112

$2.31B regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Summit Financial Strategies Inc

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-12-09
TX RA APPROVED 2022-12-07
  • OH RA
    APPROVED
    Since 2022-12-09
  • TX RA
    APPROVED
    Since 2022-12-07

Branch Locations

4111 Worth Ave. #510, Columbus, OH 43219-3599 • 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 Financial Strategies, Inc. Columbus OH 05/2018 Present
Ohio State Wexner Medical Center Columbus OH 05/2013 05/2018
The Ohio State University Columbus OH 12/2012 12/2017
  • 05/2018 → Present
    Summit Financial Strategies, Inc.
    Columbus, OH
  • 05/2013 → 05/2018
    Ohio State Wexner Medical Center
    Columbus, OH
  • 12/2012 → 12/2017
    The Ohio State University
    Columbus, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

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