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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Ohio

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

19 registered advisors work at Summit Financial, LLC in Ohio, out of 205 nationwide; it's the firm's number 2 state by advisors, and the most are in Dublin (8). 7 list the CFP designation and 6 are also registered broker representatives.

Summit Financial, LLC advisors by city in Ohio

Every firm in Ohio →

Dublin 8Cincinnati 6Columbus 3Galena 1Miamisburg 1

Summit Financial, LLC advisors in Ohio, 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 67Florida 16Pennsylvania 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 Ohio?

19 investment adviser representatives are registered at Summit Financial, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 205 at the firm nationwide. 7 list the CFP designation and 6 are also registered as broker representatives.

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

Dublin, with 8, then Cincinnati (6). Summit Financial, LLC has advisors in 5 cities in Ohio.

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

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.