Financial ADVSR advisor directory · SEC adviser records
Summit Financial, LLC financial advisors in Sarasota, FL
Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Sarasota, A to Z.
4 registered advisors work at Summit Financial, LLC in Sarasota, out of 219 at the firm nationwide; it ranks number 46 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Summit Financial, LLC advisors in Sarasota, A to Z
Every Summit Financial, LLC advisor →- Armando D. Faucy-SmithAlso a broker rep
- Collin T. HabigCertified Financial Planner · Also a broker rep
- Mark A. PicchiAlso a broker rep
- Robert M. WeissChartered Financial Analyst
Summit Financial, LLC advisors in every city and state →Summit Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Summit Financial, LLC advisors in other cities
Parsippany, NJ 54Kirkwood, MO 12Dublin, OH 10Farmington Hills, MI 8Naples, FL 7West Warwick, RI 7Cincinnati, OH 6Harleysville, PA 6Birmingham, AL 5Morristown, NJ 4Newport Beach, CA 4Ashburn, VA 3Blue Bell, PA 3Columbus, OH 3Durham, NC 3
Other firms in Sarasota
All Sarasota advisors →Morgan Stanley 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Strategic Advisers LLC 38LPL Financial LLC 36Wells Fargo Clearing Services, LLC 35Ameriprise Financial Services, LLC 28Raymond James & Associates, Inc. 26RBC Capital Markets, LLC 23Edward Jones 22Florida Financial Advisors, LLC 21Mariner 21Stifel, Nicolaus & Company, Incorporated 19
Questions
How many financial advisors does Summit Financial, LLC have in Sarasota?
4 investment adviser representatives are registered at Summit Financial, LLC offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 219 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Summit Financial, LLC one of the largest advisor employers in Sarasota?
Summit Financial, LLC ranks number 46 in Sarasota by registered advisors; Morgan Stanley has the most, with 90.
How do I check a Summit Financial, LLC advisor in Sarasota?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.