Andrew J. Summers
Professional summary
Andrew J Summers, who also goes by Andy J Summers, is a registered financial advisor currently at SUMMERS VALUE PARTNERS LLC located in Denver, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Andrew has worked at 4 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew J Summers's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 7, 2018 - Present
SUMMERS VALUE PARTNERS LLC
Office #1: 50 South Steele Street #588, Denver, CO 80209December 1, 2004 - December 31, 2007
SILVERGATE CAPITAL MANAGEMENT, LLC
December 1, 2003 - July 27, 2004
GPC SECURITIES, INC.
March 18, 2003 - December 1, 2003
INVESCO DISTRIBUTORS, 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
(9/7/2018)
Exams
Current Firm
SUMMERS VALUE PARTNERS LLC
CRD#: 297254 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 54,770,000 |
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Colorado | ERA - Withdrawn | 6/26/2018 |
Red Flags
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