Jennifer Luzzatto has been Director of Trading of Strathmore Capital Advisors since October 2025, is a control person of the firm and directly owns under 5% of it.
Strathmore Capital Advisors, Inc. is a Charlotte, NC firm with $805M under management, 501 clients and 11 advisers across 8 offices, as of its September 2026 filing.
Jennifer Luzzatto’s longest registration was 25 years at Summit Financial Partners, Inc. (2000–2025). Before joining Strathmore Capital Advisors in 2025, Jennifer Luzzatto was registered through Summit Financial Partners, Inc.
- Strathmore Capital AdvisorsCurrent– present · under a yearGlen Allen, VA · Adviser representative · Firm CRD 135008
- Summit Financial Partners, Inc.– · 25 yearsGlen Allen, VA · Adviser representative · Firm CRD 117749
Investment adviser representative registrations
Jennifer Luzzatto is registered as an investment adviser representative in 2 states. Each was approved in November 2025.
- TexasSince 6 November 2025
- VirginiaSince 6 November 2025
Examinations
No examinations are on Jennifer Luzzatto’s record.
- Full name
- Jennifer Helton Luzzatto
- CRD
- 1527156
- Firm
- Strathmore Capital Advisors · CRD 135008
- Role
- Director of Trading
- Office
- 5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059
- Registration
- Investment adviser registration
- In the industry since
- August 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Luzzatto work?
Jennifer Luzzatto has been Director of Trading of Strathmore Capital Advisors, Inc. since October 2025, and is a control person of the firm.
Is Jennifer Luzzatto a financial advisor?
Yes. Jennifer Luzzatto has a current investment-adviser registration in Texas and Virginia, through Strathmore Capital Advisors since November 2025.
How many years of experience does Jennifer Luzzatto have?
Jennifer Luzzatto has 26 years in the financial industry, since August 2000, across 2 adviser firms.
Where did Jennifer Luzzatto work before Strathmore Capital Advisors?
Before Strathmore Capital Advisors, Jennifer Luzzatto was registered through Summit Financial Partners, Inc., August 2000 to November 2025.
Where is Jennifer Luzzatto based?
Jennifer Luzzatto’s registered office is in Glen Allen, VA.
Is Jennifer Luzzatto registered with FINRA?
No. Jennifer Luzzatto has no current broker registration.
How can I verify Jennifer Luzzatto’s record?
Search CRD 1527156 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Luzzatto’s full registration record.
