Allison Meili Uozumi
Investment adviser representative at Summitry, LLC
10 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
10 years in the industry.
- Summitry, LLCJun 2025 to now
- SummitryJan 2025 to May 2025
- John Cabot UniversityAug 2024 to Dec 2024
- SummitryMay 2024 to Jul 2024
- RocheMay 2023 to Aug 2023
- Roam Artisan BurgersJun 2022 to Aug 2022
- San Diego State UniversityAug 2021 to May 2025
- Skyhawks Sports AcademyMay 2021 to Aug 2021
- N/aJul 2019 to May 2021
- City of BelmontMay 2019 to Jul 2019
- N/aOct 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8172556
- Firm CRD
- 128586