findmyFA.app
The register of American financial advisors

Home / Firms / Summit Planning Group, Inc.

Summit Planning Group, Inc.

CRD 125994  ·  E. Syracuse, NY  ·  $111.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
125994
SEC number
801-122168
Firm type
RIA
Assets under management
$111.0M as of Mar 30, 2026
Website
www.summitplan.com ↗
Phone
315-425-0344
Address
6674 Hammersmith Dr., E. Syracuse, NY, 13057

Advisors at this firm

1 in our index · page 1 of 1

  • Richard John UrciuoliCRD 1239283 · E. Syracuse, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–1 of 1

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 125994 ↗ FINRA BrokerCheck record for firm CRD 125994 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.