Phillip E. Campit

SUMMITRY

Foster City, CA 94404

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CRD#: 5323006

Professional summary

Phillip Earl Campit, who also goes by Phillip Earl Campit, Phillip Campit, Phillip E Campit, is a registered financial advisor currently at SUMMITRY, LLC located in Foster City, California.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Phillip has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phillip Earl Campit | Phillip Campit | Phillip E Campit

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.

1. SELF; NOT INVESTMENT-RELATED; SAN MATEO, CA; FOOD BLOGGING; FOOD BLOGGER; START 01/2021; APPROXIMATELY 8 HOURS PER MONTH; APPROXIMATELY 0 HOURS PER MONTH DURING TRADING HOURS; FOOD BLOGGER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Earl Campit's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 4, 2025 - Present

SUMMITRY, LLC

Office #1: 919 Hillsdale Blvd. Suite 150, Foster City, CA 94404

RIA

CRD#: 128586

Foster City, CA

Past

August 25, 2023 - January 14, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PALO ALTO, CA

Past

July 26, 2023 - January 14, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PALO ALTO, CA

Past

April 5, 2022 - February 7, 2023

EQUITYBEE SECURITIES, LLC

CRD#: 41896

PALO ALTO, CA

Past

July 30, 2021 - March 31, 2022

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

CRD#: 154559

SALT LAKE CITY, UT

Past

October 16, 2013 - May 12, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Menlo Park, CA

Past

October 16, 2013 - May 12, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Menlo Park, CA

Past

January 3, 2012 - October 8, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

DUBLIN, CA

Past

February 24, 2011 - November 8, 2011

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SAN JOSE, CA

Past

June 4, 2007 - November 8, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

SAN JOSE, CA

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".

SUMMITRY, LLC

GOLUB GROUP INC | THE GOLUB GROUP | SUMMITRY, LLC | GOLUB GROUP, LLC

CRD#: 128586 / SEC#: 801-62398

RIA

Registered Investment Advisory firm - (9/26/2003 Approved)

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

California
(2/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/25/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/27/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/1/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SUMMITRY, LLC

GOLUB GROUP INC | THE GOLUB GROUP | SUMMITRY, LLC | GOLUB GROUP, LLC

CRD#: 128586 / SEC#: 801-62398

RIA

Registered Investment Advisory firm - (9/26/2003 Approved)

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Contact information

Main Address

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404

Mailing Address

Phone number

(650) 212-2240

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,384
AUM (Assets Under Management)	$ 3,008,628,872

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

Phillip E. Campit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Earl Campit's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

EQUITYBEE SECURITIES, LLC

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIDELITY BROKERAGE SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

SUMMITRY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2023

Series 63

Date: 8/1/2007

SIE

Date: 10/1/2018

Series 7

Date: 2/27/2012

Series 6

Date: 6/1/2007

Current Firm

SUMMITRY, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMITRY, LLC

TRUST BUT VERIFY

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