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).
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Total Assets Under Management8,016MILLION
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Total Number of Accounts13,712ACCOUNTS
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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
Gregory Esposito (CRD# 2462724) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 29 years of experience in the finance industry.
Keith Fahrman (CRD# 2139187) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.
Timothy Farley (CRD# 5217446) is an Investment Advisor Representative working at Summit Financial, LLC in Landing, NJ and has over 9 years of experience in the finance industry.
David Fischbach (CRD# 1774749) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 36 years of experience in the finance industry.
Kory Frost (CRD# 5925731) is an Investment Advisor Representative working at Summit Financial, LLC in Farmington Hills, MI and has over 11 years of experience in the finance industry.
Patrick Garrett (CRD# 5356857) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 7 years of experience in the finance industry.
Stephen Garrett (CRD# 2146125) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 32 years of experience in the finance industry.
Stephen Garrett (CRD# 4659825) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 20 years of experience in the finance industry.
Stanley Gregor (CRD# 1672974) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 36 years of experience in the finance industry.
David Guido (CRD# 5394617) is an Investment Advisor Representative working at Summit Financial, LLC in Leesburg, VA and has over 16 years of experience in the finance industry.