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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Red Bank, NJ

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

The short answer

3 registered advisors work at Summit Financial, LLC in Red Bank, out of 205 at the firm nationwide; it ranks number 37 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Summit Financial, LLC advisors in Red Bank, A to Z

Every Summit Financial, LLC advisor →

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 52Kirkwood, MO 11Dublin, OH 8West Warwick, RI 8Farmington Hills, MI 7Birmingham, AL 6Cincinnati, OH 6Harleysville, PA 6Morristown, NJ 4Naples, FL 4Newport Beach, CA 4Sarasota, FL 4Arlington Heights, IL 3Blue Bell, PA 3Columbus, OH 3

Other firms in Red Bank

All Red Bank advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 106Morgan Stanley 81Wells Fargo Clearing Services, LLC 45UBS Financial Services Inc. 42Ameriprise Financial Services, LLC 32Wells Fargo Advisors Financial Network, LLC 32Equity Services, Inc. 29Garden State Investment Advisory Services, LLC 29LPL Financial LLC 26Alexander Capital Wealth Management LLC 20RBC Capital Markets, LLC 17Charles Schwab & Co., Inc. 16

Questions

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

3 investment adviser representatives are registered at Summit Financial, LLC offices in Red Bank, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 205 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 Red Bank?

Summit Financial, LLC ranks number 37 in Red Bank by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 106.

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

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.