Daniel Patrick Congram
Investment adviser representative at Summit Global Investments, LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Summit Global Investments, LLCAug 2023 to now
- Dimension Realty ServicesOct 2008 to now
- Transamerica Financial Advisors, IncMar 2023 to Dec 2023
- World Financial Group, Inc.Jul 2008 to Dec 2023
- Real Estate Essentials LLCMay 2008 to Dec 2016
- Congram Equity ManagementJul 2006 to Dec 2016
- Smart PropertyJul 2006 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 3070609
- Firm CRD
- 157091