Summit Financial Strategies Inc.
Summit Financial Strategies Inc. (CRD# 110112) is a financial advisory firm headquartered in Columbus, OH. They manage $1,778,801,036 in 949 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,779MILLION
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Total Number of Accounts949ACCOUNTS
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Average Account Value$1,874,395
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, KY, LA, MD, MI, MN, NC, NE, NY, OH, PA, SC, TX, VA, WA, WV
Mark Coffey (CRD# 2121803) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has over 33 years of experience in the finance industry.
Austen Harrison (CRD# 7059720) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.
Liam Hurley (CRD# 2124954) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has over 32 years of experience in the finance industry.
Samantha Macchia (CRD# 4362533) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.
Joseph Reardon (CRD# 2229120) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has over 31 years of experience in the finance industry.
Luke Salcone (CRD# 6561129) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.
Michael Scherer (CRD# 5920189) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.
Benjamin Skinner (CRD# 6656205) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.
Brian Sutliff (CRD# 4404659) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.
Timothy Swain (CRD# 6186582) is an Investment Advisor Representative working at Summit Financial Strategies Inc. in Columbus, OH and has 1 year of experience in the finance industry.