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
Steve Vujevich (CRD# 2886012) is an Investment Advisor Representative working at Summit Financial, LLC in Columbus, OH and has over 24 years of experience in the finance industry.
Renee Wahl (CRD# 5953293) is an Investment Advisor Representative working at Summit Financial, LLC in Farmington Hills, MI and has over 11 years of experience in the finance industry.
Steven Weinman (CRD# 1055954) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 40 years of experience in the finance industry.
Todd Weiss (CRD# 2077822) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 13 years of experience in the finance industry.
Bradley Werner (CRD# 2329211) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry.
Andrew Adolph (CRD# 7132049) is an Investment Advisor Representative working at Summit Financial, LLC in Columbus, OH and has 1 year of experience in the finance industry.
Dean Barnacle (CRD# 7113381) is an Investment Advisor Representative working at Summit Financial, LLC in Miami, FL and has over 3 years of experience in the finance industry.
Joseph Bates (CRD# 7176279) is an Investment Advisor Representative working at Summit Financial, LLC in Doylestown, PA and has 1 year of experience in the finance industry.
Christian Bonnesen (CRD# 2884404) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 3 years of experience in the finance industry.
Jason Brougham (CRD# 7152984) is an Investment Advisor Representative working at Summit Financial, LLC in Morristown, NJ and has over 3 years of experience in the finance industry.