Nathan Elijah De La Cruz
Investment Adviser Representative at Summit Global Investments, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Elijah de la Cruz is an investment adviser representative with Summit Global Investments, LLC in Bountiful, UT, where they have been registered since 2026. They have worked in the securities industry since 2014 and were previously registered with Allstate Financial Advisors, LLC. They have passed 6 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 Utah.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
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.
- Fidelity InvestmentsJun 2013 – Jul 2023American Fork, UT
- Spencer Wealth ManagementJul 2023 – Oct 2024Mesa, AZ
- H&R BlockJan 2025 – Apr 2025Saratoga Springs, UT
- Allstate Insurance ComapnyMar 2025 – Dec 2025Northbrook, IL
- Allstate Financial Services LLCMar 2025 – Dec 2025Lincoln, NE
- Northwestern MutualSep 2024 – Nov 2024Provo, UT
- Summit Global Investments, LLCMar 2026 – no end date reportedBountiful, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Summit Global Investments, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
- Other
- Less than $500,0002.00%
- $500,000 to $999,9991.70%
- $1,000,000 and above1.50%
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
Global equity, enhanced global income, alternative strategies, U.S. large cap equity, U.S. small cap core equity strategies; mutual funds and ETFs
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 98
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Bountiful, UT
- SEC file number:
- 801-76631
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 24, 2026
View full firm profileOther advisors at Summit Global Investments, LLC
Showing 12 of 98 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Elijah De La Cruz 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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