Summit Asset Management, LLC

Summit Asset Management, LLC (CRD# 126244) is a financial advisory firm headquartered in Branford, CT. They manage $75,707,576 in 202 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $374,790
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, TX

Financial Advisors at Summit Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Robert J. Factora
CRD#: 4174220
74 New London Turnpike, Glastonbury, CT 06033
96
Wealthminder
score

Robert Factora (CRD# 4174220) is an Investment Advisor Representative working at Summit Asset Management, LLC in Glastonbury, CT and has over 16 years of experience in the finance industry. Robert Factora 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.

2
Jay W. Pinto
CRD#: 2536053
420 East Main Street, Suite 11, Branford, CT 06405
96
Wealthminder
score

Jay Pinto (CRD# 2536053) is an Investment Advisor Representative working at Summit Asset Management, LLC in Branford, CT and has over 22 years of experience in the finance industry. Jay Pinto 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.

3
Karl J. Zirolli
CRD#: 1228273
74 New London Turnpike, Glastonbury, CT 06033
96
Wealthminder
score

Karl Zirolli (CRD# 1228273) is an Investment Advisor Representative working at Summit Asset Management, LLC in Glastonbury, CT and has over 29 years of experience in the finance industry. Karl Zirolli 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.

4
Alison G. Gaffney
CRD#: 4649361
74 New London Turnpike, Glastonbury, CT 06033
93
Wealthminder
score

Alison Gaffney (CRD# 4649361) is an Investment Advisor Representative working at Summit Asset Management, LLC in Glastonbury, CT and has over 13 years of experience in the finance industry.

5
Charles D. Koncz
CRD#: 803649
420 East Main Street, Suite 11, Branford, CT 06405
93
Wealthminder
score

Charles Koncz (CRD# 803649) is an Investment Advisor Representative working at Summit Asset Management, LLC in Branford, CT and has over 24 years of experience in the finance industry.

6
Brian V. Onofrio
CRD#: 1139343
420 East Main Street, Suite 11, Branford, CT 06405
93
Wealthminder
score

Brian Onofrio (CRD# 1139343) is an Investment Advisor Representative working at Summit Asset Management, LLC in Branford, CT and has over 24 years of experience in the finance industry.

7
Frank J. Navario
CRD#: 345260
420 East Main Street, Suite 11, Branford, CT 06405
87
Wealthminder
score

Frank Navario (CRD# 345260) is an Investment Advisor Representative working at Summit Asset Management, LLC in Branford, CT and has 1 year of experience in the finance industry.

8
Thomas W. Covey
CRD#: 1234817
270 Farmington Avenue, Suite 127, Farmington, CT 06032
81
Wealthminder
score

Thomas Covey (CRD# 1234817) is an Investment Advisor Representative working at Summit Asset Management, LLC in Farmington, CT and has over 20 years of experience in the finance industry.

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