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
Kevin Rex (CRD# 2057430) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 33 years of experience in the finance industry.
George Rioseco (CRD# 2674669) is an Investment Advisor Representative working at Summit Financial, LLC in White Plains, NY and has over 28 years of experience in the finance industry.
Charles Robinson (CRD# 5039975) is an Investment Advisor Representative working at Summit Financial, LLC in Matthews, NC and has over 18 years of experience in the finance industry.
Cynthia Rottini (CRD# 5869016) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 7 years of experience in the finance industry.
Joseph Rowek (CRD# 2684738) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.
Salvadore Salvo (CRD# 409637) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.
Michael Saraullo (CRD# 4410105) is an Investment Advisor Representative working at Summit Financial, LLC in Dublin, OH and has over 21 years of experience in the finance industry.
Andrew Schaper (CRD# 7012360) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 5 years of experience in the finance industry.
Nicholas Simini (CRD# 6207422) is an Investment Advisor Representative working at Summit Financial, LLC in White Plains, NY and has over 8 years of experience in the finance industry.
Brian Snerson (CRD# 4686252) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 20 years of experience in the finance industry.