Steven Weinman, financial advisor Parsippany NJ

Steven Weinman

CRD Number: 1055954
Current Firm: Summit Financial, LLC

Steven Weinman (CRD# 1055954) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 40 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Parsippany NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Parsippany NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
David Fowler, financial advisor Parsippany NJ
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Summit Financial, LLC Parsippany, NJ Sep 2022 - Current 1
Ls Securities LLC New York, NY Oct 2018 - Current 5
Summit Financial, LLC Parsippany, NJ Nov 2018 - Sep 2022 3
Summit Risk Management LLC Parsippany, NJ Oct 2018 - Sep 2022 3
Summit Risk Management, Inc. Parsippany, NJ Aug 2009 - Oct 2018 9
Summit Equities, Inc. Parsippany, NJ Jun 2017 - Sep 2018 1
Summit Financial Resources, Inc. Parsippany, NJ Nov 1982 - Sep 2018 35
Summit Equities, Inc. Parsippany, NJ Nov 2016 - Jun 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
Contact Info for Steven Weinman
Phone Number: 973-285-3600
Registered State(s):
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.