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
Neil Cashes (CRD# 6248624) is an Investment Advisor Representative working at Summit Financial, LLC in Red Bank, NJ and has over 8 years of experience in the finance industry.
Michael Cear (CRD# 3009786) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 26 years of experience in the finance industry.
David Chepauskas (CRD# 2033478) is an Investment Advisor Representative working at Summit Financial, LLC in Red Bank, NJ and has over 33 years of experience in the finance industry.
Michael Conway (CRD# 1099865) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 40 years of experience in the finance industry.
Zachary Conway (CRD# 6426747) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 7 years of experience in the finance industry.
Diana Cooper (CRD# 1320415) is an Investment Advisor Representative working at Summit Financial, LLC in Lutherville-Timonium, MD and has over 30 years of experience in the finance industry.
Amy Dieteman (CRD# 3162663) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 24 years of experience in the finance industry.
Audrey Drossner (CRD# 1668825) is an Investment Advisor Representative working at Summit Financial, LLC in Delray Beach, FL and has over 36 years of experience in the finance industry.
John Duffy (CRD# 859531) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 18 years of experience in the finance industry.
Kenneth Durfee (CRD# 2155178) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 32 years of experience in the finance industry.