AdFi
RM

Robin Mechlowitz Kaukonen

Investment Adviser Representative at SUMMIT GLOBAL INVESTMENTS, LLC

Bountiful, UTCRD #2436525Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/4/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 5/8/1996
SIE
Securities Industry Essentials Examination
Passed 7/11/2016
Series 55
Limited Representative-Equity Trader Exam
Passed 8/10/2004
Series 7
General Securities Representative Examination
Passed 2/2/1994

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.

SUMMIT GLOBAL INVESTMENTS, LLCCurrent
8/17/2022Bountiful, UT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
2/8/20167/11/2016San Francisco, CA

Official records & sources

Data as of August 10, 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. Robin Mechlowitz Kaukonen 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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