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Summer Rachael Przybylak

THE Leaders Group, Inc.

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About Summer Rachael Przybylak

Summer Rachael Przybylak is a registered representative with The Leaders Group, Inc. Summer has been in the financial industry since December 11, 2010. Summer holds Series 7, Series 31, and SIE licenses. Summer also passed the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). Summer is registered in New York. Summer previously worked for BLUEROCK CAPITAL MARKETS LLC, INFINEX INVESTMENTS, INC., and MORGAN STANLEY DW INC.

Firm Information

Summer Przybylak is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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Summer Przybylak’s Registration & Firm History

CO

01/03/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NY

11/04/2016 - 01/28/2020

BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)

CT

06/21/2011 - 10/21/2016

INFINEX INVESTMENTS, INC. (MERIDEN CT)

NY

07/30/2001 - 02/19/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 08/18/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/27/2001

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Summer Rachael Przybylak.
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