Suzy Giorgio
Investment adviser representative at Summit Global Investments, LLC
18 yearsExperience
5 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
18 years in the industry.
- Summit Global Investments, LLCMay 2024 to now
- Axxess Benefit Consultants LLCFeb 2023 to now
- Lspn Pro, LLCJul 2022 to now
- Dynamic Expansion IncApr 2019 to now
- Net LawJan 2016 to now
- Revolution Financial ManagementJan 2008 to now
- DebtmericaNov 2018 to Mar 2022
- Sjg Enterprises, Inc.Sep 2014 to Dec 2018
- Transamerica Financial Advisors, IncJan 2012 to May 2024
- World Financial GroupMar 2008 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 5 states (CA, HI, NJ, NV, 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
- 5508210
- Firm CRD
- 157091