Robert Beckett, financial advisor Danbury CT

Robert Beckett

CRD Number: 1238616
Current Firm: Summit Financial, LLC

Robert Beckett (CRD# 1238616) is an Investment Advisor Representative working at Summit Financial, LLC in Danbury, CT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Financial, LLC Parsippany, NJ Nov 2018 - Current 5
Purshe Kaplan Sterling Investments Albany, NY Sep 2018 - Current 5
Summit Risk Management Parsippany, NJ Apr 2010 - Current 13
Summit Equities, Inc. Parsippany, NJ Apr 2010 - Dec 2018 8
Summit Financial Resources, Inc. Parsippany, NJ Apr 2010 - Sep 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Robert A. Beckett
Phone Number: 973-285-3600
Registered State(s):
  • CT
  • NJ
By the Numbers
  • Total Assets Under Management
    6,154
    MILLIONS
  • Total Number of Accounts
    11,930
    ACCOUNTS
  • Average Account Value
    $515,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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