Michael Aloi, financial advisor Stratford CT

Michael Aloi

CRD Number: 3217172
Current Firm: Summit Financial, LLC

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. Michael Aloi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Financial, LLC Parsippany, NJ Dec 2018 - Current 5
Purshe Kaplan Sterling Investments Albany, NY Sep 2018 - Current 5
Summit Financial Resources Parsippany, NJ Jun 1999 - Sep 2018 19
Summit Equities Inc. Parsippany, NJ Apr 1999 - Sep 2018 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1999
Contact Info for Michael Aloi
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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