Steven Summa is a CFP-designated registered investment advisor, based in Montvale, NJ, with 27 years of industry experience.
Location
Montvale, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an independent insurance agent since 1998, dedicating a few hours per week. He is also an advisory representative of a registered investment advisor and owner of Delorme and Summa Financial, spending full-time hours on these investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
New England Securities Corporation
New England SecuritiesBroker
Aetna Investment Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations13 states
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