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Sarah Russell Haizlip

Summit Asset Management LLC

Pensacola Beach, FL

Memphis, TN

CRD 707644

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Employer firm

Summit Asset Management LLC CRD 109606

$1.08B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Summit Asset Management Llc

5100 Wheelis Drive Suite 107, Memphis, TN 38117 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TN RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01

Branch Locations

Pensacola Beach, FL • United States

5100 Wheelis Drive Suite 107, Memphis, TN 38117 • 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 Asset Management, Llc Memphis TN 01/2006 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-30
S63 Uniform Securities Agent State Law Examination 1980-05-09
  • S65 Uniform Investment Adviser Law Examination
    2004-01-30
  • S63 Uniform Securities Agent State Law Examination
    1980-05-09
Other Names
  • Sarah Barnes Haizlip
  • Sarah Russell Barnes
  • Sarah E Russell

View on SEC IAPD

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