Summit Financial, LLC
Summit Financial, LLC (CRD# 299322) is a financial advisory firm headquartered in Parsippany, NJ. They manage $6,154,141,421 in 11,930 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management6,154MILLION
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Total Number of Accounts11,930ACCOUNTS
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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
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.
Matthew Anderson (CRD# 4617400) is an Investment Advisor Representative working at Summit Financial, LLC in Columbus, OH and has over 10 years of experience in the finance industry. Matthew Anderson 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.
Robert Armstrong (CRD# 2256775) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 30 years of experience in the finance industry.
David Baranek (CRD# 3163282) is an Investment Advisor Representative working at Summit Financial, LLC in Madison, NJ and has over 24 years of experience in the finance industry.
Brian Barthold (CRD# 2943475) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 24 years of experience in the finance industry.
Robert Beckett (CRD# 1238616) is an Investment Advisor Representative working at Summit Financial, LLC in Danbury, CT and has over 32 years of experience in the finance industry.
Lawrence Bell (CRD# 2227247) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 30 years of experience in the finance industry. Lawrence Bell 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.
Michael Bremer (CRD# 2286765) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 30 years of experience in the finance industry.
Cal Cacciaguida (CRD# 6690980) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 4 years of experience in the finance industry. Cal Cacciaguida 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.
Michael Caputo (CRD# 1375074) is an Investment Advisor Representative working at Summit Financial, LLC in White Plains, NY and has over 36 years of experience in the finance industry.