# SUMMIT FINANCIAL ADVISORS, LLC

SUMMIT FINANCIAL ADVISORS, LLC of SAN MATEO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 109280
- Type: SEC-registered investment adviser
- SEC file number: 801-58179
- Location: 1700 S. EL CAMINO REAL, SUITE 385, SAN MATEO, CA, 94402
- Phone: 650-357-9410
- Latest filing: 2025-03-06
- Regulatory AUM: $519.0M
- Discretionary AUM: $351.4M
- Non-discretionary AUM: $167.6M
- Clients: 4
- Accounts: 956

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Rafael Orlando Velez | MANAGING MEMBER | — |
| Cristina Petersen Albright | CCO | — |
| Michael J Glasser | CHIEF EXECUTIVE OFFICER | — |
| VELEZ RAFAEL ORLANDO | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| PIETROFESA MARK BRYAN | MEMBER | — |
| ALBRIGHT CRISTINA PETERSEN | CCO | — |
| Glasser Michael J | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109280/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109280/similar
- Related entities: https://search.stillhousedata.com/firm/109280/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109280

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.