Shantaya Cowan
Investment adviser representative at Summitry, LLC
14 yearsExperience
1 stateRegistered in
$3.4BFirm assets
23 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Summitry, LLCMay 2026 to now
- Edward JonesJun 2024 to May 2026
- Seven Counties ServicesMar 2024 to Jun 2024
- Northwestern Mutual Wealth Management CompanyApr 2023 to May 2024
- Northwestern Mutual Investment Services LLCAug 2022 to May 2024
- Northwestern Mutual Life Insurance CompanyAug 2022 to May 2024
- UnemployedMar 2022 to Aug 2022
- Pmg Digital AgencyJun 2021 to Mar 2022
- StudentJan 2012 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7614668
- Firm CRD
- 128586