Michael Saraullo (CRD# 4410105) is an Investment Advisor Representative working at Summit Financial, LLC in Dublin, OH and has over 21 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial, LLC | Parsippany, NJ | Apr 2024 - Current | < 1 |
| Meeder Asset Management | Dublin, OH | Aug 2018 - Apr 2024 | 5 |
| Meeder Distribution Services | Dublin, OH | Aug 2018 - Oct 2021 | 3 |
| Foresters Advisory Services LLC | Upper Arlington, OH | Apr 2013 - Jul 2018 | 5 |
| Foresters Financial | Colubus, OH | May 2001 - Jul 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- NJ
- OH
-
Total Assets Under Management8,016MILLIONS
-
Total Number of Accounts13,712ACCOUNTS
-
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
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