Amy Melissa Brown
Investment adviser representative at Summit Global Investments, LLC
19 yearsExperience
2 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
19 years in the industry.
- Equity Services, Inc.Sep 2025 to now
- Summit Global Investments, LLCAug 2023 to now
- Amy Brown-non Variable InsMar 2020 to now
- United Planners Financial ServicesNov 2023 to Sep 2025
- Verity Investments, Inc.Sep 2023 to Nov 2023
- Net Law Group Inc.Jun 2020 to Oct 2022
- Transamerica Financial Advisors, IncJul 2014 to Aug 2023
- Business Networking InternationalJun 2010 to Jan 2020
- World Financial Group, Inc.Feb 2007 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 6377882
- Firm CRD
- 157091