Summit Financial Advisors, LLC

Summit Financial Advisors, LLC (CRD# 150187) is a financial advisory firm headquartered in Newtown, PA. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

NJ, PA

Financial Advisors at Summit Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
George M. Blenner
CRD#: 5029863
12 Penns Trail, Suite 351, Newtown, PA 18940
96
Wealthminder
score

George Blenner (CRD# 5029863) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in Newtown, PA and has over 10 years of experience in the finance industry. George Blenner 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
Vincent De Giovanni
CRD#: 4796212
12 Penns Trail, Suite 351, Newtown, PA 18940
93
Wealthminder
score

Vincent De Giovanni (CRD# 4796212) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in Newtown, PA and has over 12 years of experience in the finance industry.

3
Robert Wilgos
CRD#: 4901368
12 Penns Trail, Suite 351, Newtown, PA 18940
90
Wealthminder
score

Robert Wilgos (CRD# 4901368) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in Newtown, PA and has 1 year of experience in the finance industry. Robert Wilgos 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.

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