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Detailed Report
ELIZABETH KATZ MILLER
ELIZABETH KATZ
CRD#: 1985197
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Investment Adviser
SUMMIT PLACE FINANCIAL ADVISORS, LLCCRD#: 147984 18 BANK STREET
SUITE 202
SUMMIT, NJ 07901
Registration History
1996199820002002200420062008201020122014201620182020202220242026IASUMMIT PLACE FINANCIAL ADVISOR... (CRD# 147984)2008 - Present (16 years)IATREVOR STEWART BURTON & JACOBS... (CRD# 110628)1996 - 2008 (12 years)
License(s)

State Registrations

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Louisiana 4/22/2015
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New York 4/26/2021
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New Jersey 11/21/2008
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Texas 10/27/2014
Current Registration(s)
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SUMMIT PLACE FINANCIAL ADVISORS, LLC (CRD#:147984)
18 BANK STREET SUITE 202, SUMMIT, NJ 07901
NEW YORK, NY
Registered with this firm since 11/21/2008
Previous Registration(s)
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 05/02/1996 - 11/13/2008 TREVOR STEWART BURTON & JACOBSEN INC (CRD#:110628) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.