Craig Alan Morrill
Investment adviser representative at Summit Global Investments, LLC
15 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
15 years in the industry.
- Summit Global Investments, LLCJan 2025 to now
- Cade IncMay 2023 to May 2024
- Symmetry Financial GroupNov 2022 to Jan 2025
- Not EmployedJul 2022 to Nov 2022
- Frontier ExcavationApr 2019 to Jul 2022
- City of LewistonJan 2017 to Apr 2021
- Pro-cut Lawn and LandscapeJul 2011 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (ME, NC).
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
- 8068754
- Firm CRD
- 157091