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RIA / WealthAdvisor16 years in industry

YOSEF Y FERRIS

Advisor at SUMMER FIELDS INVESTMENTS, LLC

CREVE COEUR, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:058ed1ea-ebcb-21a6-e591-666ea2ff82c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: May 24, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMER FIELDS INVESTMENTS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 24, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: May 24, 2010
Dual registered: no
IAPD individual key: 5781314

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMER FIELDS INVESTMENTS, LLC	State registered	Apr 2, 2014	n/a	yes	CREVE COEUR, MO	Current employment

Relationships

Registered with (1)

→ SUMMER FIELDS INVESTMENTS, LLCRegistered adviserregistration: current employment
Apr 2, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:058ed1ea-ebcb-21a6-e591-666ea2ff82c5
First observed: May 24, 2010
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

YOSEF Y FERRIS

Advisor at SUMMER FIELDS INVESTMENTS, LLC

CREVE COEUR, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:058ed1ea-ebcb-21a6-e591-666ea2ff82c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SUMMER FIELDS INVESTMENTS, LLC

State registered

Apr 2, 2014

n/a

yes

CREVE COEUR, MO

Current employment