Adam J. Holiber
Professional summary
Adam Jay Holiber is a registered financial advisor currently at SUMMIT EQUITY MANAGEMENT, INC. located in Santa Monica, California.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Adam has worked at 5 firms and has passed the Series 63, Series 16, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Jay Holiber's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2018 - Present
SUMMIT EQUITY MANAGEMENT, INC.
July 28, 2004 - December 31, 2017
SUMMIT EQUITY MANAGEMENT, INC.
August 5, 2003 - February 20, 2004
DAVID M POLEN SECURITIES, LLC
June 11, 1999 - March 10, 2003
WEDBUSH SECURITIES INC.
December 9, 1997 - November 9, 1998
BNP PARIBAS SECURITIES CORP.
June 27, 1989 - June 12, 1997
D. A. CAMPBELL COMPANY INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2018)
Exams
Current Firm
SUMMIT EQUITY MANAGEMENT, INC.
CRD#: 132071 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 2,481,831 |
Red Flags
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