Maria Luisa Bernaldo de quiros
Investment adviser representative at Summa Corp.
18 yearsExperience
1 stateRegistered in
$1.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Summa Corp.Apr 2001 to now
- Summa Holdings, Inc.Jan 2001 to now
- Insight Securities, Inc.Feb 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (TX).
Summa Corp.
$1.6BAssets managed
88Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1793154
- Firm CRD
- 113091