Financial ServicesFinancial Planning & Investment AdvisoryActiveVerified

Summa Global Advisors

The site emphasizes retirement planning, investment services, and a client-first approach, with contact details including phone numbers and email. The business operates under the name Summa Global Advisors, LLC, which is consistent with the LLC filing.

Filed July 6, 2026 · Albany, NY · Albany County

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Source

New York Department of State, Division of Corporations · Entity 7959141 · Retrieved July 8, 2026

Search the registry for 7959141 ›JSON record ›

About Summa Global Advisors

SUMMA GLOBAL LLC filed in New York on July 6, 2026, as a financial planning and investment advisory firm based in Albany. The company filed through Northwest Registered Agent, a formation service, and shares that registered agent with 19,455 other entities. The domain was registered over 6,400 days before the filing date, through GoDaddy, and the website is modern. The business was first seen by DayOneLead just 2 days after filing. No annual report or EIN on file yet. We estimate the business has a revenue range of $1M-$10M and an employee range of 6-25, with a brick-and-mortar footprint.

  • Domain registered over 6,400 days before the New York filing date.
  • Filed through Northwest Registered Agent, a formation service.
  • Shares its registered agent with 19,455 other entities.
  • We estimate revenue of $1M-$10M and 6-25 employees.
  • First seen by DayOneLead just 2 days after filing.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 1,826 new businesses registered in Albany in July 2026, one of 9 financial services businesses.

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Filing Details

Entity NameSUMMA GLOBAL LLC
Entity TypeLLC
Entity Number7959141
Filing DateJuly 6, 2026
City / State / ZipAlbany, NY 12207
CountyAlbany
TimezoneEastern (ET)
EIN on FileNo
Registered AgentNORTHWEST REGISTERED AGENT LLC
Agent AddressLocked
Filed ViaFiling service: Northwest Registered Agent
WebsiteYes · domain registered 6487 days before filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
Related Filings19455 with the same registered agent
First Recorded by DayOneLeadJuly 8, 2026 (2 days after filing)

Verified Business Profile

SubcategoryFinancial Planning & Investment Advisory

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Summa Global Advisors registered?

Summa Global Advisors was registered as LLC on July 6, 2026 in New York.

Where is Summa Global Advisors located?

Summa Global Advisors is based in Albany, NY, 12207, in Albany County.

What type of business is Summa Global Advisors?

Summa Global Advisors is classified as a financial services business (financial planning & investment advisory).

Does Summa Global Advisors have an EIN on file?

No EIN was found on file for Summa Global Advisors at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

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