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 31 - 40 of 102 top financial advisors.
31
Michael A. Halvorsen
CRD#: 3101410
68 E. Court Street, Doylestown, PA 19438

Michael Halvorsen (CRD# 3101410) is an Investment Advisor Representative working at Summit Financial, LLC in Doylestown, PA and has 1 year of experience in the finance industry.

32
Ryan A. Hanisak
CRD#: 4903515
4 Campus Drive, Parsippany, NJ 07054

Ryan Hanisak (CRD# 4903515) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 15 years of experience in the finance industry.

33
Neill B. Hatcher
CRD#: 4332566
5120 Selkirk Drive, Suite 200, Birmingham, AL 35242

Neill Hatcher (CRD# 4332566) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 12 years of experience in the finance industry.

34
Brandon A. Horton
CRD#: 4569003
5120 Selkirk Drive, Suite 200, Birmingham, AL 35242

Brandon Horton (CRD# 4569003) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 21 years of experience in the finance industry.

35
Nicholas J. Houmis
CRD#: 1446580
4 Campus Drive, Parsippany, NJ 07054

Nicholas Houmis (CRD# 1446580) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 37 years of experience in the finance industry.

36
Gregory Jandoli
CRD#: 1874549
4 Campus Drive, Parsippany, NJ 07054

Gregory Jandoli (CRD# 1874549) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 35 years of experience in the finance industry.

37
Wally C. Jandoli
CRD#: 829358
225 Gordon Corners Road, Suite 2j, Manalapan, NJ 07726

Wally Jandoli (CRD# 829358) is an Investment Advisor Representative working at Summit Financial, LLC in Manalapan, NJ and has over 36 years of experience in the finance industry.

38
Daniel D. Jonker
CRD#: 1245488
New Milford, CT

Daniel Jonker (CRD# 1245488) is an Investment Advisor Representative working at Summit Financial, LLC in New Milford, CT and has over 27 years of experience in the finance industry.

39
Kenan B. Kashlan
CRD#: 4477969
Jersey City, NJ

Kenan Kashlan (CRD# 4477969) is an Investment Advisor Representative working at Summit Financial, LLC in Jersey City, NJ and has over 22 years of experience in the finance industry.

40
Kevin Kreuzer
CRD#: 2445697
4 Campus Drive, Parsippany, NJ 07054

Kevin Kreuzer (CRD# 2445697) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 19 years of experience in the finance industry.

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