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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Parsippany, NJ

Every SEC-registered investment adviser representative at a Summit Financial, LLC office in Parsippany, A to Z.

52 registered advisors work at Summit Financial, LLC in Parsippany, out of 219 at the firm nationwide; it ranks number 3 in the city by advisors. 14 list the CFP designation and 37 are also registered broker representatives.

Summit Financial, LLC advisors in Parsippany, A to Z

Every Summit Financial, LLC advisor →

Summit Financial, LLC advisors in other cities

Kirkwood, MO 12Dublin, OH 10Farmington Hills, MI 8Naples, FL 7West Warwick, RI 7Cincinnati, OH 6Harleysville, PA 6Birmingham, AL 5Sarasota, FL 5Morristown, NJ 4Newport Beach, CA 4Ashburn, VA 3Blue Bell, PA 3Columbus, OH 3Durham, NC 3

Other firms in Parsippany

All Parsippany advisors →

Onepoint Bfg Wealth Partners 81Hennion & Walsh Asset Management, Inc. 54Cetera Investment Advisers LLC 37Sax Wealth Advisors, LLC 15Ameriprise Financial Services, LLC 11Cetera Planning Partners 6LPL Financial LLC 6Signet Financial Management, LLC 6Oneamerica Securities, Inc. 5Accretive Wealth Partners, LLC 4Wealth Enhancement Advisory Services, LLC 4Wells Fargo Advisors Financial Network, LLC 4

Questions

How many financial advisors does Summit Financial, LLC have in Parsippany?

52 investment adviser representatives are registered at Summit Financial, LLC offices in Parsippany, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 219 nationwide. 14 list the CFP designation and 37 are also registered as broker representatives.

Is Summit Financial, LLC one of the largest advisor employers in Parsippany?

Summit Financial, LLC ranks number 3 in Parsippany by registered advisors; Onepoint Bfg Wealth Partners has the most, with 81.

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

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.