Robert Anthony Sale
Investment adviser representative at Summit Global Investments, LLC
21 yearsExperience
3 statesRegistered in
$2.3BFirm assets
14 yearsFirm in business
Are you Robert Anthony Sale? Claim your profile
Contact this firm
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
21 years in the industry.
- Summit Global Investments, LLCNov 2024 to now
- California ChoiceJan 2017 to now
- Diversify Advisory Services, LLCDec 2023 to Nov 2024
- Dfpg Investments, LLCJun 2022 to Nov 2024
- Health NetDec 2018 to Jun 2022
- BenefitmallApr 2017 to Jun 2022
- Kaiser PermanenteJan 2017 to Jun 2022
- Robert SaleJul 2016 to Nov 2018
- Transamerica Financial Advisors, IncJan 2012 to Jun 2022
- WfgApr 2005 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (CA, SC, 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
- 4948614
- Firm CRD
- 157091