Robert Clifton Hammack
Investment adviser representative at Summitry, LLC
17 yearsExperience
1 stateRegistered in
$3.4BFirm assets
23 yearsFirm in business
Are you Robert Clifton Hammack? 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 assetsFixed or flat fee
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.
- Summitry, LLCJan 2026 to now
- Summitry Wealth ManagementDec 2025 to now
- Fidelity InvestmentsMar 2025 to Dec 2025
- Fidelity InvestmetsOct 2024 to Dec 2025
- SalesforceJun 2023 to Aug 2024
- UnemployedFeb 2023 to Jun 2023
- Equitybee Securities, LLCMar 2022 to Feb 2023
- Equitybee Inc.Apr 2021 to Feb 2023
- North Capital Private SecuritiesApr 2021 to Mar 2022
- Charles Schwab BankApr 2010 to Apr 2021
- Charles Schwab & Co., Inc.Jan 2008 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Summitry, LLC
$3.4BAssets managed
1,327Clients
27Advisers
23 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
- 5481216
- Firm CRD
- 128586