Anthony Scott Knaubert
Investment adviser representative at Summit Global Investments, LLC
18 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
18 years in the industry.
- Equity Services, Inc.Jul 2025 to now
- Summit Global Investments, LLC.Aug 2023 to now
- Verity Investments, Inc.Aug 2023 to Nov 2023
- Colonial LifeNov 2017 to Aug 2023
- Roper InsuranceNov 2017 to Aug 2023
- Transamerica Financial Advisors, IncJan 2012 to Jul 2023
- Creative Concepts MarketingDec 2011 to Aug 2023
- Affiliated Financial GroupAug 2011 to Aug 2023
- World Financial Group, Inc.May 2010 to Aug 2023
- Rental PropertyDec 2008 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, CO).
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
- 5810785
- Firm CRD
- 157091