Christopher Jeffrey Gula
Investment adviser representative at Summit Place Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$300.4MFirm assets
Are you Christopher Jeffrey Gula? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Summit Place Financial Advisors, LLCJun 2018 to now
- Dream Forward SolutionsMay 2017 to Jun 2018
- UnemployedMay 2016 to Apr 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Summit Place Financial Advisors, LLC
Legal name: Summit Place Financial Advisors,LLC
$300.4MAssets managed
59Clients
3Advisers
11 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
- 7414788
- Firm CRD
- 147984