Alexey Belkin
3summit Investment Management · Vienna, Virginia
Alexey Belkin is a fee-only financial advisor at 3summit Investment Management in Vienna, Virginia, who holds the CFP credential. 3summit Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | 3summit Investment Management |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.3M across 129 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7249060 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.3summit.com |
How Alexey's firm compares
- 3summit Investment Management's average account is about $243,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Alexey
Is Alexey Belkin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexey holds no broker registration, and 3summit Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexey charge for financial advice?
Alexey's firm, 3summit Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexey Belkin based?
Alexey Belkin is based in Vienna, Virginia.
What credentials does Alexey Belkin hold?
Alexey Belkin holds the CFP credential.
Is Alexey Belkin registered with the SEC?
Yes. Alexey Belkin is registered as an investment adviser representative in VA (CRD 7249060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3summit Investment Management manage?
3summit Investment Management reports $31.3M across 129 accounts in assets under management.
How do I contact Alexey Belkin?
Through Alexey's website, www.3summit.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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