AdFi
MA

Marlys Ann Nash

Investment Adviser Representative at SUMMIT GLOBAL INVESTMENTS, LLC

Lakewood, COCRD #6013012Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
11 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marlys Ann Nash has worked in the securities industry since 2012. They are registered to provide investment advisory services in 11 U.S. states.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 11 states
ArizonaColoradoMarylandMassachusettsNew JerseyNew MexicoNew YorkNorth CarolinaSouth CarolinaSouth DakotaWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/16/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 2/17/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/11/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $500,0002.00%
$500,000 to $999,9991.70%
$1,000,000 and above1.50%
Source

Summit Global Investments, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EQUITY SERVICES, INC.Current
8/19/2025Lakewood, CO
SUMMIT GLOBAL INVESTMENTS, LLCCurrent
8/25/2023Lakewood, CO
TRANSAMERICA FINANCIAL ADVISORS, INC.
11/8/20128/31/2023Englewood, CO

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marlys Ann Nash 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.

Marlys Ann Nash - Financial Advisor in Lakewood, CO | AdvisorFinder