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Valerie Ruth Wakefield

Chief Compliance OfficerSumma Global Advisors, LLCCRD 6733356

About Valerie Ruth Wakefield

Valerie Ruth Wakefield is listed as Chief Compliance Officer at Summa Global Advisors, LLC in Clackamas, OR. Form ADV reports a beneficial ownership band of Under 5%. Valerie Ruth Wakefield is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Summa Global Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Valerie Ruth Wakefield work?

Valerie Ruth Wakefield is listed as Chief Compliance Officer at Summa Global Advisors, LLC on SEC Form ADV.

How much of Summa Global Advisors, LLC does Valerie Ruth Wakefield own?

Form ADV reports a beneficial ownership band of Under 5%.

Summa Global Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Summa Global Advisors, LLC →

Summa Global Advisors, LLC

TitleVice President, Secretary
Ownership25-50%
Control personYes
Since2024
View Summa Global Advisors, LLC →