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
Keith Soltis (CRD# 2777298) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 27 years of experience in the finance industry.
Joseph Spada (CRD# 1207726) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 40 years of experience in the finance industry.
Armand St Raymond (CRD# 2904912) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 26 years of experience in the finance industry.
Christopher Stappas (CRD# 1907323) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 32 years of experience in the finance industry.
Diane Taylor (CRD# 2619920) is an Investment Advisor Representative working at Summit Financial, LLC in Livingston, NJ and has over 4 years of experience in the finance industry.
Frank Vanore (CRD# 1003543) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 40 years of experience in the finance industry.
Julia Vaughn (CRD# 3256445) is an Investment Advisor Representative working at Summit Financial, LLC in Lutherville-Timonium, MD and has over 20 years of experience in the finance industry.
Monish Verma (CRD# 2552057) is an Investment Advisor Representative working at Summit Financial, LLC in Farmington Hills, MI and has over 29 years of experience in the finance industry.
Nicholas Villano (CRD# 6303023) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 8 years of experience in the finance industry.
Steve Vujevich (CRD# 2886012) is an Investment Advisor Representative working at Summit Financial, LLC in Columbus, OH and has over 24 years of experience in the finance industry.