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
John Leroy (CRD# 2206883) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 31 years of experience in the finance industry.
Steven Lieberman (CRD# 2161519) is an Investment Advisor Representative working at Summit Financial, LLC in Livingston, NJ and has over 32 years of experience in the finance industry.
Randi Loreti (CRD# 4721270) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 6 years of experience in the finance industry.
Michael Macdougal (CRD# 2739184) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.
Jeffrey Maged (CRD# 3093816) is an Investment Advisor Representative working at Summit Financial, LLC in Leesburg, VA and has over 25 years of experience in the finance industry.
James Maimone (CRD# 6679342) is an Investment Advisor Representative working at Summit Financial, LLC in Red Bank, NJ and has over 5 years of experience in the finance industry.
Michael Megill (CRD# 1694263) is an Investment Advisor Representative working at Summit Financial, LLC in Red Bank, NJ and has over 25 years of experience in the finance industry.
John Miller (CRD# 5539804) is an Investment Advisor Representative working at Summit Financial, LLC in Dublin, OH and has over 8 years of experience in the finance industry.
Andrew Moss (CRD# 2670024) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 28 years of experience in the finance industry.
Daniel Nardolillo (CRD# 6515077) is an Investment Advisor Representative working at Summit Financial, LLC in Morristown, NJ and has over 6 years of experience in the finance industry.