Steven Ross Resnick
Investment adviser representative at The Sum
22 yearsExperience
1 stateRegistered in
$551.4MFirm assets
5 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.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- The SumMay 2026 to now
- The Planning Project, LLC d/b/a the SumFeb 2026 to now
- Aegis Hedging SolutionsJan 2022 to now
- Dxc TechnologyApr 2020 to Dec 2021
- Information Services Group (isg)Jan 2018 to Mar 2020
- UnemployedSep 2017 to Dec 2017
- Alight SolutionsMar 2004 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Sum
Legal name: The Planning Project LLC
$551.4MAssets managed
209Clients
9Advisers
5 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
- 8259156
- Firm CRD
- 297658