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)
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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.