Summit Financial Strategies, Inc.
Summit Financial Strategies, Inc. (CRD# 107818) is a financial advisory firm headquartered in Amherst, NY. They manage $54,725,604 in 267 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management55MILLION
Total Number of Accounts267ACCOUNTS
Average Account Value$204,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
David Fadel (CRD# 1253770) is an Investment Advisor Representative working at Summit Financial Strategies, Inc. in Amherst, NY and has over 33 years of experience in the finance industry. David Fadel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.