Robert J. Bizek

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CRD#: 1163641

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Joseph Bizek JR was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 9 firms and has passed the Series 66, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MUSICIAN EAST ROAD,BENSON,VT 05731; MUSIC; MUSICIAN; SUBSTITUTE FOR PERFORMANCE AND RECORDING; 10 HOURS PER MONTH; NONE; NO. CASTLETON STATE COLLEGE START 2/10 AND NO END DATE. ADJUNCT PROF MUSIC. TEACH MUSIC-PRIVATE LESSONS AND ENSEMBLE. DEVOTE 5 HRS PER MONTH. AUDITOR FOR THE TOWN OF BENSON, VERMONT 2/3 HOURS A MONTH

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 6, 2018 - December 2, 2024

SUMMIT INVESTMENTS LLC

RIA

CRD#: 291369

DORSET, VT

Past

December 14, 2016 - January 22, 2018

EQUINOX FINANCIAL ADVISORS, INC

RIA

CRD#: 115720

MANCHESTER CENTER, VT

Past

October 28, 2013 - March 4, 2017

SUMMIT ADVISORS INC.

RIA

CRD#: 169103

MANCHESTER, VT

Past

August 11, 2008 - October 4, 2013

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

MANCHESTER, VT

Past

August 8, 2008 - October 4, 2013

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MANCHESTER, VT

Past

January 1, 2008 - August 12, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MANCHESTER, VT

Past

January 1, 2008 - August 12, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MANCHESTER, VT

Past

February 2, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

MANCHESTER, VT

Past

October 11, 1991 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

MANCHESTER, VT

Past

March 14, 1990 - August 22, 1990

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 31, 1989 - March 22, 1990

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

November 20, 1987 - September 28, 1989

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

July 21, 1983 - December 16, 1987

E. F. HUTTON & COMPANY INC

CRD#: 235

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/11/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/28/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/29/1983

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Current Firm

SUMMIT INVESTMENTS LLC

CRD#: 291369 / SEC#:

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Contact information

Main Address

87 Meadow Lane, Dorset, VT 05251

Mailing Address

Po Box 945, Dorset, VT 05251

Phone number

(802) 287-0822

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 11,814,331

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert J. Bizek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EQUINOX FINANCIAL ADVISORS, INC

SUMMIT ADVISORS INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

UBS FINANCIAL SERVICES INC.

ROBERT THOMAS SECURITIES, INC

A. G. EDWARDS & SONS, INC.

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2005

Series 63

Date: 7/28/1983

Series 3

Date: 8/29/1983

Series 7

Date: 7/16/1983

Current Firm

SUMMIT INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SUMMIT INVESTMENTS LLC

TRUST BUT VERIFY

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