Financial ADVSR advisor directory · SEC adviser records
Summit Financial, LLC financial advisors
Every SEC-registered investment adviser representative at Summit Financial, LLC, by the state and city of the office they work from.
219 registered advisors work at Summit Financial, LLC, in 26 states and 76 cities; the most are in Parsippany, NJ (54). 0 list the CFP designation and 112 are also registered broker representatives.
Search every Summit Financial, LLC advisor by name →Summit Financial, LLC: assets, clients and custodians →
Cities with the most Summit Financial, LLC advisors
Parsippany, NJ 54Kirkwood, MO 12Dublin, OH 10Farmington Hills, MI 8Naples, FL 7West Warwick, RI 7Cincinnati, OH 6Harleysville, PA 6Birmingham, AL 5Sarasota, FL 5Morristown, NJ 4Newport Beach, CA 4Ashburn, VA 3Blue Bell, PA 3Columbus, OH 3Durham, NC 3Edina, MN 3Lansdowne, VA 3Raleigh, NC 3Red Bank, NJ 3Syracuse, NY 3White Plains, NY 3Beverly Hills, CA 2Doylestown, PA 2Edmond, OK 2Houston, TX 2Libertyville, IL 2Montgomery, AL 2Stevens Point, WI 2Albuquerque, NM 1
Summit Financial, LLC advisors by state
Summit Financial, LLC in New Jersey 70
Parsippany 54Morristown 4Red Bank 3Allendale 1Jersey City 1Landing 1Madison 1Manalapan 1Mendham 1Princeton 1Toms River 1Westfield 1
Questions
How many financial advisors does Summit Financial, LLC have?
219 investment adviser representatives are registered with Summit Financial, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 26 states and 76 cities. 0 list the CFP designation and 112 are also registered as broker representatives.
Where does Summit Financial, LLC have the most advisors?
Parsippany, NJ, with 54 registered advisors, then Kirkwood, MO (12). By state, New Jersey has the most, with 70.
How do I find a Summit Financial, LLC financial advisor near me?
Pick your state below, then your city, to see every Summit Financial, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Summit Financial, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →