Equity Services Inc. (ESI) is proud to welcome Summit Global Private Wealth—a team of financial professionals affiliated with Summit Global Investments (SGI)—to our growing community of advisors. This strategic partnership marks a major step forward in ESI’s Direct-to-Broker-Dealer growth strategy.
While SGI will continue to operate independently as an SEC-registered investment adviser, their Registered Reps will now affiliate with ESI for broker-dealer support.
“This partnership reflects our commitment to long-term, independent growth—with the right partners who share our values of choice, stability, and putting relationships first,” said Ata Azarshahi, ESI President and CEO.
Summit Global Private Wealth specializes in the high-net-worth market and will serve as a new regional growth hub for ESI. It’s a powerful example of how our Direct-to-BD model creates opportunity for intentional expansion.
“We weren’t looking for a transactional relationship. We were looking for a team that shares our vision, our values, and our passion for supporting advisors,” adds Summit’s CEO/CIO, Dave Harden. “This is a partnership built on trust, alignment, and a shared path forward.”
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