Baxter Investment Management
36yrs
Top advisor by experience in Riverside
23yrs
Sumit Kumar
Financial advisor at Stone Lake Wealth Management
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
OfficeRiverside, CT
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Stone Lake Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowStone Lake Wealth Management, LLCCurrent firm
Questions to ask Sumit
Tailored to Sumit’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sumit
How do I contact Sumit?
Call Stone Lake Wealth Management at (203) 340-0251 and ask for Sumit Kumar. Sumit works from the Riverside, CT office.
How long has Sumit been a financial advisor?
Sumit has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Sumit hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sumit a fiduciary?
Sumit is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sumit paid?
Stone Lake Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sumit for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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