Steven Summa Email & Phone Number
Financial Planner and Registered Representative @ Cambridge Investment Research, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Steven Summa Location
- Montvale, NJ, US
Steven Summa Work
- 2013 -now Financial Planner and Registered Representative @
- 2009 -2013 Financial Planner and Registered Representative @ New England Financial
- 2003 -2009 Financial Consultant @
- 1999 -2003 Financial Represenative @ New England Financial
- 1998 -1999 Internal Wholesaler Annuities and Mutual Funds @
- 1991 -1997 Senior Project Geologist @
- 1987 -1991 Field Artillery Officer @
Steven Summa Education
- University of Connecticut
B.S. (Geology & Geophysics)
1982-1986 - Newington High School
Diploma (General Studies)
1978-1982
Steven Summa Skills
- Retirement
- Education Funding
- Investments
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Fixed Annuities
- Variable Annuities
- Stocks
- Estate Planning
- Personal Financial Planning
- Financial Services
- Mutual Funds
- Strategic Financial Planning
- Retirement Planning
- IRAs
- FINRA
- 401k
- Series 7
- Financial Advisory
- Series 63
- Securities
- Wealth Management
Steven Summa Summary
- Steven Summa, based in Montvale, NJ, US, is currently a Financial Planner and Registered Representative at Cambridge Investment Research. Steven Summa brings experience from previous roles at New England Financial, A.G. Edwards & Sons, Inc. and Aetna Financial Services. Steven Summa holds a 1982 - 1986 B.S. in Geology & Geophysics @ University of Connecticut. With a robust skill set that includes Retirement, Education Funding, Investments, Life Insurance, Disability Insurance and more. Steven Summa has 2 mobile phone numbers on RocketReach.
Looking for a different Steven Summa?
Find contact details for 700 million professionals.
Others Named Steven Summa
Steve Summa
Director National Operations
Clifton, NJ, US
Steven Summa
Director of Purchasing
Stamford, CT, US
Top Cambridge Investment Research, Inc. Employees
Amy Webber
President and Chief Executive Officer
Fairfield, IA, US
Laura Rawson
Vice President, Marketing and Communications
Fairfield, IA, US
Kevin Manz
First Vice President- Advocacy and Supervision
Fairfield, IA, US
Carla Stone
First VP, Finance and Chief Accounting Officer
Fairfield, IA, US
Jeffrey Vivacqua
President, Growth and Development
Fairfield, IA, US
Bobbi Smith
Senior Vice President, Business Strategy
Fairfield, IA, US
Ryan Boen
Chief Financial Officer | Executive Vice President
Sioux Falls, SD, US
Morae Metcalf
Vice President, Human Resources and Training
Fairfield, IA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co