Reed A. Meyer
SUMMIT GLOBAL INVESTMENTS | Investment Advisor Representative
Arvada, CO 80002
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CRD#: 5492780
Professional summary
Reed Armstrong Meyer is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Arvada, Colorado and EQUITY SERVICES, INC. located in Arvada, Colorado.
Reed is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Reed has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
*REED MEYER & ASSOCIATES - WHEAT RIDGE, CO - SINCE 05/2008 - NOT INVESTMENT RELATED. OWNER - S-CORP THAT USED ONLY FOR TAX PURPOSES - NOT DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS - WHEAT RIDGE, CO - SINCE 12/2023 - INVESTMENT RELATED. IAR-INVESTMENT ADVISOR REPRESENTATIVE - DBA NAME FOR MARKETING PURPOSES ONLY - REFERRING CLIENTS TO SGI TO MANAGE THEIR MONEY AS NEEDED. DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH -WHEAT RIDGE, CO - SINCE 12/2023 - INVESTMENT RELATED. PARTNER, FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - FOR RIA AND INSURANCE SALES AND SERVICES. DURING TRADE HOURS. *REED A. MEYER - WHEAT RIDGE, CO - SINCE 12/2023 - INV REL. INSURANCE BASED COMMISSIONS, FIXED BUSINESS. AGENT. ALL FIXED INS BUSINESS, FINANCIAL SERVICES BUSINESS/SALES. DURING TRADE HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Reed Armstrong Meyer'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®
NoneExperience
Current
October 11, 2023 - Present
SUMMIT GLOBAL INVESTMENTS, LLC
Office #1: 6850 West 52nd Avenue, Suite 202, Arvada, CO 80002RIA
CRD#: 157091
Arvada, CO
Current
August 18, 2025 - Present
EQUITY SERVICES, INC.
Office #1: 6850 W 52nd Ave #202, Arvada, CO 80003RIA
BD
CRD#: 265
ARVADA, CO
Past
December 7, 2023 - August 21, 2025
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
ARVADA, CO
Past
January 6, 2012 - October 3, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
GREENWOOD VILLAGE, CO
Past
January 6, 2012 - October 3, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
GREENWOOD VILLAGE, CO
Past
August 11, 2008 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
DENVER, CO
Past
March 3, 2008 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DENVER, CO
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".
SG
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.RR
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
RR
Arizona(8/18/2025)
RR
California(8/18/2025)
IAR
Colorado(10/11/2023)
RR
Colorado(8/18/2025)
RR
Florida(8/18/2025)
RR
Montana(8/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SG
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)Upgrade to AdvisorCheck Premium
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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
32
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,923 |
| AUM (Assets Under Management) | $ 1,921,141,101 |
Red Flags
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Company Information
SUMMIT GLOBAL INVESTMENTS, LLC
Investment Advisor RepresentativeCRD#: 157091Arvada, CO 80002TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
xxxxxxx
