Elizabeth K. Miller
SUMMIT PLACE FINANCIAL ADVISORS | Founder and President, Summit Place Financial Advisors
Summit, NJ 07901
CRD#: 1985197
Professional summary
Liz Miller, CFA, CFP® , is the founder and President of SEC-registered financial advisor SUMMIT PLACE FINANCIAL ADVISORS, LLC. Liz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Over her career, Liz has worked at The First Boston Corp. as an M&A analyst and security analyst, ; Oppenheimer Mutual Funds as an Associate Portfolio Manager; and Trevor, Stewart, Burton & Jacobsen Inc. as an institutional and HNW portfolio manager as well as director of equity research before founding her own firm.
Biography
After years of managing institutional and individual client portfolios, Liz Miller, CFA, CFP® launched Summit Place Financial Advisors in 2008, dedicated to addressing all the wealth needs of those who have already been achieving financial success and are looking for experienced guidance to simplify and manage their wealth.
Summit Place uniquely provides a single point of expertise to help clients achieve their goals by managing their portfolios and coordinating the best advice from all their professionals. In 2013 Summit Place was honored to be named the Emerging Business of the Year by NJBIZ. Over a decade later, Summit Place is three times the size with a dedicated team of professionals who support and serve multi-generational families in New Jersey and all over the nation. The firm grows and thrives from its core values, sharing its commitment to integrity, trust and relationship with both its clients as well as its community.
Liz is a member of CFA Institute, the Financial Planning Association, NAPFA and the Women's Presidents Organization.
Question & Answer
What makes you the best choice for clients?
We are women-owned and also uniquely fit clients with $5-$15M in investible assets, understanding the unique complexities of wealth for tax, estate, and risk planning and more importantly for family growth and success
What are your service offerings?
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Business Owners
Charitable Giving
College/Education Planning
Corporate Executives
What is your current number of clients?
Under 50
What is your minimum asset requirement?
0
How do you get paid?
Percentage of Assets
Are you a "fiduciary"?
Yes
Personal quote
When you have more than you need, build a longer table, not a higher fence.
Aliases
Elizabeth Katz
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Katz Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Education
The Wharton School, University of Pennsylvania
BS Economics - Finance and Marketing
1987
Teachers College, Columbia University
MA - Organizational Mgmt
1992
Experience
Current
November 21, 2008 - Present
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Office #1: 18 Bank Street Suite 202, Summit, NJ 07901RIA
CRD#: 147984
Summit, NJ
Past
May 2, 1996 - November 13, 2008
TREVOR STEWART BURTON & JACOBSEN INC
RIA
CRD#: 110628
NEW YORK, NY
Past
November 12, 1992 - November 9, 1993
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
Past
October 25, 1989 - November 29, 1990
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT DESIGNS | SUMMIT PLACE FINANCIAL ADVISORS,LLC | SUMMIT PLACE FINANCIAL ADVISORS, LLC | SUMMIT DESIGNS, LLC
CRD#: 147984 / SEC#: 801-96169
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Texas
Registered Investment Advisory firm - (6/17/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(4/22/2015)
IAR
New Jersey(11/21/2008)
IAR
New York(4/26/2021)
IAR
Texas(10/27/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SP
SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT DESIGNS | SUMMIT PLACE FINANCIAL ADVISORS,LLC | SUMMIT PLACE FINANCIAL ADVISORS, LLC | SUMMIT DESIGNS, LLC
CRD#: 147984 / SEC#: 801-96169
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Texas
Registered Investment Advisory firm - (6/17/2015 Terminated)Contact information
Main Address
18 Bank Street Suite 202, Summit, NJ 07901
Mailing Address
Phone number
(908) 517-5880
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 338 |
| AUM (Assets Under Management) | $ 256,398,657 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/17/2025 | ||
| 09/18/2024 | ||
| 12/13/2023 | ||
| 11/28/2022 |
Red Flags
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Company Information
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Founder and President, Summit Place Financial AdvisorsCRD#: 147984Summit, NJ 07901TRUST BUT VERIFY
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