Anthony John Fiorenza

Employer firm

Summit Group Retirement Planners, Inc. CRD 169823

$302M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → Present
  The Summit Group Associates, Llc
  King Of Prussia, PA
• 12/2013 → Present
  Lpl Financial Llc
  Exton, PA
• 11/2013 → Present
  Summit Group Retirement Planners, Inc.
  Exton, PA

Previous Registrations

• 2009-10-16 → 2013-12-12
  Kestra Investment Services, Llc
  King Of Prussia, PA
  King Of Prussia, PA

Other Businesses

1. The Summit Group Associates, Inc.; investment related; Exton, PA; DBA for LPL Business (entity for LPL business); 12/2013; 20; 10. 2. Infinity Benefits Group, Inc.; investment related; Exton, PA; Insurance Agency; Owner/Agent of Insurance Agency; 12/2013; 20;10; offering fixed annuities, term insurance, group medical, whole life. 3. Summit Group Retirement Planners, Inc.; investment related; Exton, PA; Registered Investment Advisor; CEO; 12/2013; 200; 160. 4. Sky Dove Enterprises, LLC; investment related; Exton, PA; Real Estate Rental; 06/2019; 5; 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-15
• S63 Uniform Securities Agent State Law Examination
  1992-11-16

Other Names

• Tony Fiorenza
• Tone Fiorenza
• Aj Fiorenza
• Anthony John Fiorenza
• Anthony John Fiorenza, Aif