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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in New Jersey

Every SEC-registered investment adviser representative at a Summit Financial, LLC office in New Jersey, by city and A to Z.

The short answer

67 registered advisors work at Summit Financial, LLC in New Jersey, out of 205 nationwide; it's the firm's number 1 state by advisors, and the most are in Parsippany (53). 17 list the CFP designation and 47 are also registered broker representatives.

Summit Financial, LLC advisors by city in New Jersey

Every firm in New Jersey →

Parsippany 53Morristown 4Red Bank 3Allendale 1Jersey City 1Landing 1Manalapan 1Mendham 1Princeton 1Toms River 1

Summit Financial, LLC advisors in New Jersey, A to Z

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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

Ohio 19Florida 17Pennsylvania 12Missouri 11Michigan 10Rhode Island 9Alabama 8North Carolina 8California 7Virginia 7New York 5Connecticut 3Illinois 3Minnesota 3Texas 3Wisconsin 3

Questions

How many Summit Financial, LLC financial advisors are in New Jersey?

67 investment adviser representatives are registered at Summit Financial, LLC offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 205 at the firm nationwide. 17 list the CFP designation and 47 are also registered as broker representatives.

Where in New Jersey does Summit Financial, LLC have the most advisors?

Parsippany, with 53, then Morristown (4). Summit Financial, LLC has advisors in 10 cities in New Jersey.

How do I check a Summit Financial, LLC advisor in New Jersey?

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.