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 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,154
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Summit Financial, LLC
Showing 1 - 10 of 102 top financial advisors.
1
Michael Aloi
CRD#: 3217172
300 Harvest Ridge Road, Stratford, CT 06614

Michael Aloi (CRD# 3217172) is an Investment Advisor Representative working at Summit Financial, LLC in Stratford, CT and has over 24 years of experience in the finance industry.

2
Margaret R. Anderson
CRD#: 4510746
Millersville, MD

Margaret Anderson (CRD# 4510746) is an Investment Advisor Representative working at Summit Financial, LLC in Millersville, MD and has over 21 years of experience in the finance industry.

3
Matthew P. Anderson
CRD#: 4617400
577 W Nationwide Blvd, Suite 302, Columbus, OH 43215

Matthew Anderson (CRD# 4617400) is an Investment Advisor Representative working at Summit Financial, LLC in Columbus, OH and has over 11 years of experience in the finance industry.

4
Robert B. Armstrong
CRD#: 2256775
4 Campus Drive, Parsippany, NJ 07054

Robert Armstrong (CRD# 2256775) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry.

5
David M. Baranek
CRD#: 3163282
295 Main Street, Madison, NJ 07940

David Baranek (CRD# 3163282) is an Investment Advisor Representative working at Summit Financial, LLC in Madison, NJ and has over 25 years of experience in the finance industry.

6
Brian E. Barthold
CRD#: 2943475
4 Campus Drive, Parsippany, NJ 07054

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.

7
Robert A. Beckett
CRD#: 1238616
83 Wooster Heights, Suite 125, Danbury, CT 06810

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.

8
Lawrence M. Bell
CRD#: 2227247
4 Campus Drive, Parsippany, NJ 07054

Lawrence Bell (CRD# 2227247) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry.

9
Michael C. Bremer
CRD#: 2286765
4 Campus Drive, Parsippany, NJ 07054

Michael Bremer (CRD# 2286765) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry.

10
Michael Caputo
CRD#: 1375074
1025 Westchester Avenue, Suite 318, White Plains, NY 10604

Michael Caputo (CRD# 1375074) is an Investment Advisor Representative working at Summit Financial, LLC in White Plains, NY and has over 37 years of experience in the finance industry.

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