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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in White Plains, NY

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

The short answer

3 registered advisors work at Summit Financial, LLC in White Plains, out of 205 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Summit Financial, LLC advisors in White Plains, 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 White Plains

All White Plains advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 61J.P. Morgan Securities LLC 30Eagle Strategies LLC 25Stifel, Nicolaus & Company, Incorporated 15Ameriprise Financial Services, LLC 14LPL Enterprise, LLC 13Tortoise Investment Management, LLC 10LPL Financial LLC 9Madison Advisory Services, Inc. 9Td Private Client Wealth LLC 7Benjamin F. Edwards & Company, Inc. 5Cetera Investment Advisers LLC 5

Questions

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

3 investment adviser representatives are registered at Summit Financial, LLC offices in White Plains, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 205 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Summit Financial, LLC ranks number 22 in White Plains by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.

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

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.