Financial ADVSR advisor directory · SEC adviser records
Summit Financial, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Florida, by city and A to Z.
16 registered advisors work at Summit Financial, LLC in Florida, out of 205 nationwide; it's the firm's number 3 state by advisors, and the most are in Naples (4). 8 list the CFP designation and 7 are also registered broker representatives.
Summit Financial, LLC advisors by city in Florida
Every firm in Florida →Naples 4Sarasota 4Bonita Springs 1Bradenton 1Delray Beach 1Fort Myers 1Hallandale Beach 1Miami 1Palm Beach 1St. Petersburg 1
Summit Financial, LLC advisors in Florida, A to Z
Search by name →- Noah P. AlweissHallandale Beach
- Christopher S. BerteNaples
- Stephen A. CaseyBonita Springs
- Heather G. CleggNaples
- George C. DonMiami · Certified Financial Planner
- Audrey B. DrossnerDelray Beach
- Gregory EspositoFort Myers · Certified Financial Planner
- Ethan W. FalesNaples · Certified Financial Planner
- Armando D. Faucy-SmithSarasota
- Collin T. HabigSarasota · Certified Financial Planner
- Cole HughesNaples · Certified Financial Planner
- Daniel P. MurphyBradenton · Certified Financial Planner
- Mark A. PicchiSarasota
- Alexander J. RobbelSt. Petersburg · Certified Financial Planner
- Elizabeth H. RockwellPalm Beach · Certified Financial Planner
- Robert M. WeissSarasota · Chartered Financial Analyst
Summit Financial, LLC advisors in every state →Summit Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Summit Financial, LLC in other states
New Jersey 67Ohio 19Pennsylvania 12Missouri 11Michigan 9Rhode Island 9Alabama 8North Carolina 8California 7Virginia 7New York 6Connecticut 3Illinois 3Minnesota 3Texas 3Wisconsin 3
Questions
How many Summit Financial, LLC financial advisors are in Florida?
16 investment adviser representatives are registered at Summit Financial, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 205 at the firm nationwide. 8 list the CFP designation and 7 are also registered as broker representatives.
Where in Florida does Summit Financial, LLC have the most advisors?
Naples, with 4, then Sarasota (4). Summit Financial, LLC has advisors in 10 cities in Florida.
How do I check a Summit Financial, LLC advisor in Florida?
Each advisor below 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. Advisors are listed at the city of the Summit Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.