Anthony John Fiorenza
Investment Adviser Representative at Summit Group Retirement Planners, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anthony John Fiorenza is an investment adviser representative with Summit Group Retirement Planners, Inc. in Exton, PA, where they have been registered since 2013. They have worked in the securities industry since 1989 and were previously registered with NFP Securities, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
- Broker:
16 states and territories
Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Texas, Washington, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Summit Group Associates, LLCJan 2005 – no end date reportedKing Of Prussia, PA
- LPL Financial LLCDec 2013 – no end date reportedExton, PA
- Summit Group Retirement Planners, Inc.Nov 2013 – no end date reportedExton, PA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Group Retirement Planners, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Qualified corporate retirement programs (including 401(k), profit sharing, cash balance, and non-qualified deferred compensation plans), wealth management for individuals, investment services (stocks, bonds, mutual funds, ETFs, variable annuities), financial planning, insurance (life, disability, long-term care, health), and holistic employee education.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Exton, PA
- SEC file number:
- 801-110664
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 26, 2026
View full firm profileOther advisors at Summit Group Retirement Planners, Inc.
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony John Fiorenza has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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