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
Brian Nolan (CRD# 1583485) is an Investment Advisor Representative working at Summit Financial, LLC in Princeton, NJ and has over 23 years of experience in the finance industry.
William Obrien (CRD# 2210929) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 29 years of experience in the finance industry.
Mark Oleary (CRD# 1497002) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.
Peter Oneill (CRD# 2307086) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 29 years of experience in the finance industry.
Andrea Orlando (CRD# 1454077) is an Investment Advisor Representative working at Summit Financial, LLC in Oceanside, CA and has over 38 years of experience in the finance industry.
Mark Perkins (CRD# 2747865) is an Investment Advisor Representative working at Summit Financial, LLC in Gadsden, AL and has over 27 years of experience in the finance industry.
Alynn Plaisted (CRD# 2874920) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 26 years of experience in the finance industry.
David Porro (CRD# 1064674) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 22 years of experience in the finance industry.
James Rabasca (CRD# 5484909) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 9 years of experience in the finance industry.
Bruce Resnik (CRD# 1326764) is an Investment Advisor Representative working at Summit Financial, LLC in New York, NY and has over 20 years of experience in the finance industry.