The Summit Group NY
Financial Services • 
Harmony Corners, New York, United States • 11-20 Employees
Company overview
| Headquarters | 101 State Farm Pl, Suite 103, Malta, New York 12020, US |
| Phone number | +15183737351 |
| Websites | |
| NAICS | 52 |
| Founded | 2011 |
| Employees | 11-20 |
Key Contact at The Summit Group NY
Lauren Woodcock
Director Of Operations
The Summit Group NY Email Formats
The Summit Group NY uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@thesummitgroupny.com), used 93.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@thesummitgroupny.com | 93.3% |
{first initial}.{last name} | j.doe@thesummitgroupny.com | 6.7% |
About The Summit Group NY
At The Summit Group, we understand that every client’s journey is unique. With a commitment to clarity, confidence, and personalized service, our team of experienced financial professionals offers thoughtful strategies tailored to your goals. Backed by extensive knowledge, credentials, and resources, we are here to help you navigate life’s complexities and reach your financial summit. In 2011, our senior partners came together with a shared vision: to pool their collective experience, elevate the quality of services offered to clients, and create a firm built on education and collaboration. This approach allowed each of us to focus on our individual strengths while sharing knowledge and resources to deepen the experience we provide to our clients. At The Summit Group, we continue to build on this legacy of collaboration, experience, and service, helping our clients achieve clarity, confidence, and success in every step of their financial journey. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. The Summit Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 7541761.1(2/25)(Exp.2/29)
The Summit Group NY revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Summit Group NY has 9 employees across 1 departments.
Departments
Number of employees
Funding Data
The Summit Group NY has never raised funding before.
Poland
Saudi Arabia
Frequently asked questions
4.8
40,000 users
