Thiensa T. Nguyen
Investment adviser representative at Summit Global Investments, LLC
25 yearsExperience
3 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
25 years in the industry.
- Equity Services, Inc.Sep 2025 to now
- NetlawNov 2023 to now
- Summit Global Investments, LLCSep 2023 to now
- Thiensa Thi NguyenSep 2023 to now
- Impact Legacy LLCNov 2021 to now
- Jabez Prosperity IncMar 2017 to now
- United PlannersNov 2023 to Sep 2025
- College Loan FreedomJul 2020 to Nov 2023
- Colonial LifeDec 2017 to Feb 2019
- Roper InsuranceDec 2017 to Dec 2018
- Syracuse LLCOct 2017 to Jun 2022
- Aurora Mental Health CenterNov 2012 to Aug 2019
- Asian Pacific Development CenterMay 2012 to Aug 2019
- Transamerica Financial Advisors, IncJan 2012 to Sep 2023
- Servicios De La RazaApr 2010 to Aug 2019
- World Financial Group, Inc.Nov 2001 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (CO, NM, TX).
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
- 4479986
- Firm CRD
- 157091