Michael AloiCRD 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 23 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.
Springboard Asset Management LLC
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
|Summit Financial, LLC||Parsippany, NJ||Dec 2018 - Current||4|
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2018 - Current||4|
|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|
Total Assets Under Management6,154MILLIONS
Total Number of Accounts11,930ACCOUNTS
Average Account Value$515,854
- 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, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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