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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in New York

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

The short answer

5 registered advisors work at Summit Financial, LLC in New York, out of 205 nationwide; it's the firm's number 12 state by advisors, and the most are in White Plains (3). 0 list the CFP designation and 4 are also registered broker representatives.

Summit Financial, LLC advisors by city in New York

Every firm in New York →

White Plains 3New York 1Syracuse 1

Summit Financial, LLC advisors in New York, 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

New Jersey 67Ohio 19Florida 17Pennsylvania 12Missouri 11Michigan 10Rhode Island 9Alabama 8North Carolina 8California 7Virginia 7Connecticut 3Illinois 3Minnesota 3Texas 3Wisconsin 3

Questions

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

5 investment adviser representatives are registered at Summit Financial, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 205 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

White Plains, with 3, then New York (1). Summit Financial, LLC has advisors in 3 cities in New York.

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

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.