Robert S. Olah

SUMMIT GLOBAL INVESTMENTS

Draper, UT 84020

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CRD#: 5329802

Professional summary

Robert Scott Olah, who also goes by Bob Olah, Robert S Olah, Robert Olah, is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Draper, Utah and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Draper, Utah.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Olah | Robert S Olah | Robert Olah

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.) SUMMIT GLOBAL INVESTMENTS, LLC - ASSOCIATE SUPPORT - REGISTERED INVESTMENT ADVISOR - BOUNTIFUL, UT - SINCE 08/2023 - INVESTMENT RELATED. DURING TRADE HRS. 2.) ROBERT OLAH - LIFE INS. AGENT - NON-VARIABLE INSURANCE - SARATOGA SPRINGS, UT - SINCE 08/2023 - INVESTMENT RELATED. DURING TRADE HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Scott Olah'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

August 15, 2023 - Present

SUMMIT GLOBAL INVESTMENTS, LLC

Office #1: 1111 East Draper Parkway, Suite 310, Draper, UT 84020

RIA

CRD#: 157091

Draper, UT

Current

August 12, 2024 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 1111 E. Draper Pkwy. #320, Draper, UT 84020

RIA

CRD#: 20804

DRAPER, UT

Current

October 15, 2025 - Present

EQUITY SERVICES, INC.

Office #1: 1111 East Draper Parkway Suite 310, Draper, UT 84020

RIA

CRD#: 265

DRAPER, UT

Past

July 21, 2015 - August 1, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

DRAPER, UT

Past

June 8, 2015 - August 1, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

DRAPER, UT

Past

January 6, 2012 - October 10, 2012

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PHILADELPHIA, PA

Past

July 12, 2011 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

DRAPER, UT

Past

June 4, 2008 - October 15, 2009

FINANCIAL LEADERSHIP ADVISORS, INC.

RIA

CRD#: 139864

PROVO, UT

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".

SUMMIT GLOBAL INVESTMENTS, LLC

HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA

Registered Investment Advisory firm - (5/10/2012 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(8/12/2024)

Minnesota
(8/28/2024)

Ohio
(8/13/2024)

IAR

Utah
(8/15/2023)

Utah
(8/12/2024)

Wisconsin
(8/12/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/20/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/8/2015

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/7/2015

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

SUMMIT GLOBAL INVESTMENTS, LLC

HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

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Contact information

Main Address

620 South Main Street, Bountiful, UT 84010

Mailing Address

620 South Main Street, Bountiful, UT 84010

Phone number

(888) 251-4847

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SGI BROCHURE (9/15/2025)

SGI BROCHURE (5/21/2025)

Regulatory assets under management

Total Number of Accounts	6,923
AUM (Assets Under Management)	$ 1,921,141,101

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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Robert S. Olah

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Scott Olah's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

EQUITY SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

FINANCIAL LEADERSHIP ADVISORS, INC.

Primary Firm SEC Registration

SUMMIT GLOBAL INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2015

Series 63

Date: 3/20/2015

SIE

Date: 10/1/2018

Series 6

Date: 6/8/2015

Series 26

Date: 7/7/2015

FINRA

Current Firm

SUMMIT GLOBAL INVESTMENTS, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT GLOBAL INVESTMENTS, LLC

TRUST BUT VERIFY

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