Summit Financial, LLC
Summit Financial, LLC (CRD# 299322) is a financial advisory firm headquartered in Parsippany, NJ. They manage $8,015,765,521 in 13,712 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management8,016MILLION
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Total Number of Accounts13,712ACCOUNTS
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Average Account Value$584,580
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Michael Aloi (CRD# 3217172) is an Investment Advisor Representative working at Summit Financial, LLC in Stratford, CT and has over 24 years of experience in the finance industry.
Margaret Anderson (CRD# 4510746) is an Investment Advisor Representative working at Summit Financial, LLC in Millersville, MD and has over 22 years of experience in the finance industry.
Matthew Anderson (CRD# 4617400) is an Investment Advisor Representative working at Summit Financial, LLC in Columbus, OH and has over 11 years of experience in the finance industry.
Robert Armstrong (CRD# 2256775) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry.
David Baranek (CRD# 3163282) is an Investment Advisor Representative working at Summit Financial, LLC in Madison, NJ and has over 25 years of experience in the finance industry.
Brian Barthold (CRD# 2943475) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 25 years of experience in the finance industry.
Robert Beckett (CRD# 1238616) is an Investment Advisor Representative working at Summit Financial, LLC in Danbury, CT and has over 33 years of experience in the finance industry.
Lawrence Bell (CRD# 2227247) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry.
Michael Bremer (CRD# 2286765) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry.
Michael Caputo (CRD# 1375074) is an Investment Advisor Representative working at Summit Financial, LLC in White Plains, NY and has over 37 years of experience in the finance industry.