Timothy Irving Shumway
Investment adviser representative at Summit Global Investments, LLC
35 yearsExperience
2 statesRegistered in
$2.3BFirm assets
14 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Summit Global Investments, LLCJan 2025 to now
- UnemployedMar 2023 to Jan 2025
- Olympus Wealth Management, LLCMay 2022 to Mar 2023
- UnemployedJun 2021 to May 2022
- Fidelity Brokerage Services, Inc.Nov 1991 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, UT).
Summit Global Investments, LLC
$2.3BAssets managed
7,475Clients
101Advisers
14 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
- 2196238
- Firm CRD
- 157091