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VM

Victoria E. Martin

SUMMIT GLOBAL INVESTMENTS
Bountiful, UT
Some features on this profile are disabled
CRD#: 7576734
VM

Professional summary

Victoria E Martin, who also goes by Eli Martin, VIctoria Smith, is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Bountiful, Utah.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Victoria has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eli Martin | Victoria Smith

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.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc SELF EMPLOYED/Investment Related - No/617 N 400 E BOUNTIFUL UT 84010 801-310-7347/CUSTOM HAND BOUND BOOKS, USUALLY FOR JOURNALING PURPOSES/OWNER/06.2015/1/0/MAKE AND DELIVER THE BOOKS LIONESS SEWING AND ALTERATIONS POSITION: self-employed NATURE: sewing and alterations INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017. ADDRESS: 617 N 400 E, Bountiful UT 84010, United States DESCRIPTION: Drafting and construction of custom apparel, typically for costume purposes. Minor sewing alterations including hemming and fit adjustments. Minor sewing repairs of business clothing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria E Martin'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

October 11, 2023 - Present

SUMMIT GLOBAL INVESTMENTS, LLC

RIA
CRD#: 157091
Bountiful, UT
Past

June 14, 2022 - September 18, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
CLEARFIELD, UT
Past

June 13, 2022 - September 18, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
CLEARFIELD, 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".
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.

Highlighted states indicate IAR registrations

IAR
Utah
(10/11/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 6/10/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/3/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/13/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2022
Securities Industry Essentials Examination

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)
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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)

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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 Accounts6,923
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.

Company Information

SUMMIT GLOBAL INVESTMENTS, LLC

CRD#: 157091Bountiful, UT

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