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Nathan Elijah De la cruz

Summit Global Investments, LLC

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About Nathan Elijah De la cruz

Nathan Elijah De la cruz is a registered Investment Advisor Representative (IAR) with Summit Global Investments, LLC. Nathan is also a Registered Representative with the firm. He is licensed in Arizona, California, Idaho, and Utah. He specializes in providing investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Nathan has been in the financial services industry since 2013.

Firm Information

Nathan De la cruz is currently registered with Summit Global Investments, LLC. Summit Global Investments, LLC is an investment advisor based in Bountiful, Utah. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers analytical services and manages approximately $2 billion in assets for over 6,100 clients.
Summit Global Investments, LLC

620 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$2.03B

Assets Under Management

Not reported

Total Clients

86

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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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.

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analytical services.

Analytical services.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nathan De la cruz’s Registration & Firm History

UT

10/31/2023 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

UT

08/30/2013 - 07/05/2023

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

IA

Issued 08/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/02/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nathan Elijah De la cruz. Review regulatory record here.
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