Financial ADVSR advisor directory · SEC adviser records
Summit Financial, LLC financial advisors in Rhode Island
Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Rhode Island, by city and A to Z.
9 registered advisors work at Summit Financial, LLC in Rhode Island, out of 205 nationwide; it's the firm's number 7 state by advisors, and the most are in West Warwick (8). 3 list the CFP designation and 1 are also registered broker representatives.
Summit Financial, LLC advisors by city in Rhode Island
Every firm in Rhode Island →Summit Financial, LLC advisors in Rhode Island, A to Z
Search by name →- Ralph R. CoppolaWest Warwick · Chartered Financial Consultant
- Brad M. IngegneriWest Warwick · Certified Financial Planner
- Michael A. KiernanWest Warwick · Certified Financial Planner
- Bryan Le BeauWest Warwick
- Sean M. MarchettiWest Warwick
- Mark D. PiccerelliWest Warwick
- Michael RaspalloWest Warwick · Chartered Financial Consultant
- Emilio J. Senesi Jr.Cranston · Certified Financial Planner, Chartered Financial Consultant
- Benjamin J. VeglasWest Warwick
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Summit Financial, LLC in other states
New Jersey 67Ohio 19Florida 16Pennsylvania 12Missouri 11Michigan 9Alabama 8North Carolina 8California 7Virginia 7New York 6Connecticut 3Illinois 3Minnesota 3Texas 3Wisconsin 3
Questions
How many Summit Financial, LLC financial advisors are in Rhode Island?
9 investment adviser representatives are registered at Summit Financial, LLC offices in Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 205 at the firm nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.
Where in Rhode Island does Summit Financial, LLC have the most advisors?
West Warwick, with 8, then Cranston (1). Summit Financial, LLC has advisors in 2 cities in Rhode Island.
How do I check a Summit Financial, LLC advisor in Rhode Island?
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.