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Alexander Scott Leitzes

Summitry, LLC

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About Alexander Scott Leitzes

Alexander Leitzes is an Investment Advisor Representative with Summitry, LLC. Alexander has been in the industry since February 2014 and has experience working at J.P. Morgan Securities LLC and Fisher Investments. Alexander holds the Series 6, Series 63 and Series 65 licenses. Alexander specializes in portfolio management for individuals, businesses, and investment companies, as well as financial planning and selecting other advisors. Summitry, LLC provides advisory services to individuals, businesses, investment companies, and pooled investment vehicles. The firm manages over $2 billion in assets.

Firm Information

Alexander Leitzes is currently registered with Summitry, LLC. Summitry, LLC is a registered investment advisor located in FOSTER CITY, CA. The firm manages approximately $2.45 billion in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Summitry provides financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, investment companies, and businesses.
Summitry, LLC

919 HILLSDALE BLVD.

FOSTER CITY, CA 94404

$2.45B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Leitzes’s Registration & Firm History

CA

12/23/2020 - Present

Summitry, LLC (Foster City CA)

IL

02/21/2014 - 10/13/2017

J.P. MORGAN SECURITIES LLC (HIGHLAND PARK IL)

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Licenses & Designations

IA

Issued 12/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Scott Leitzes.
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