Summit Financial, LLC
Summit Financial, LLC (CRD# 299322) is a financial advisory firm headquartered in Parsippany, NJ. They manage $8,015,765,521 in 13,712 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management8,016MILLION
-
Total Number of Accounts13,712ACCOUNTS
-
Average Account Value$584,580
- 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, 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
Charles Cernosia (CRD# 4628598) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 20 years of experience in the finance industry.
Cody Cummings (CRD# 6272781) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 3 years of experience in the finance industry.
Erik Dellith (CRD# 6316550) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 3 years of experience in the finance industry.
Ethan Fales (CRD# 7013016) is an Investment Advisor Representative working at Summit Financial, LLC in Naples, FL and has over 3 years of experience in the finance industry.
Kyle Fischbach (CRD# 7138776) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 4 years of experience in the finance industry.
Brittany Halpern (CRD# 6850442) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 6 years of experience in the finance industry.
Cole Hughes (CRD# 7563853) is an Investment Advisor Representative working at Summit Financial, LLC in Naples, FL and has 1 year of experience in the finance industry.
Ryan Johnson (CRD# 4570558) is an Investment Advisor Representative working at Summit Financial, LLC in Dublin, OH and has over 21 years of experience in the finance industry.
Brian Keller (CRD# 6506026) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 3 years of experience in the finance industry.
Daniel Murphy (CRD# 1033528) is an Investment Advisor Representative working at Summit Financial, LLC in Lakewood Ranch, FL and has over 42 years of experience in the finance industry.