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Emily Kathryn Hazelroth

Summitry, LLC

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About Emily Kathryn Hazelroth

Emily Hazelroth is a financial advisor at Summitry, LLC in Foster City, California. Emily is also a Certified Financial Planner and has been in the industry for 8 years. Emily is registered in California to provide investment advisory services. Prior to working at Summitry, LLC, Emily Hazelroth has held positions at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Palo Alto, California and Fidelity Brokerage Services LLC in San Jose, California and Axa Advisors, LLC in Minneapolis, Minnesota.

Firm Information

Emily Hazelroth 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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Emily Hazelroth’s Registration & Firm History

CA

03/19/2021 - Present

Summitry, LLC (Foster City CA)

CA

12/19/2018 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PALO ALTO CA)

CA

02/10/2015 - 12/13/2018

FIDELITY BROKERAGE SERVICES LLC (SAN JOSE CA)

MN

12/02/2013 - 01/02/2015

AXA ADVISORS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Emily Kathryn Hazelroth.
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