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Advisor at SUMMITRY, LLC
FOSTER CITY, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SUMMITRY, LLC | Independent wealth | Jan 15, 2026 | n/a | yes | FOSTER CITY, CA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Jan 14, 2026 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 10, 2025 | Mar 31, 2025 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jul 13, 2013 | May 13, 2021 | no | San Mateo, CA|Torrance, CA|PHOENIX, AZ|Phoenix, AZ|Los Altos, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | SUMMITRY, LLC | Jan 14, 2026 | Jan 15, 2026 | 1 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| CHARLES SCHWAB & CO., INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | May 13, 2021 | Feb 10, 2025 | 1,369 | Firm change after gap | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 5393:288590:CA:2021-05-13 | May 13, 2021 | Feb 10, 2025 | LOS ALTOS, CA | Firm change after gap |