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Financial ADVSR advisor directory · SEC adviser records

Summit Financial, LLC financial advisors in Cincinnati, OH

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

6 registered advisors work at Summit Financial, LLC in Cincinnati, out of 219 at the firm nationwide; it ranks number 74 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Summit Financial, LLC advisors in Cincinnati, 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 54Kirkwood, MO 12Dublin, OH 10Farmington Hills, MI 8Naples, FL 7West Warwick, RI 7Harleysville, PA 6Birmingham, AL 5Sarasota, FL 5Morristown, NJ 4Newport Beach, CA 4Ashburn, VA 3Blue Bell, PA 3Columbus, OH 3Durham, NC 3

Other firms in Cincinnati

All Cincinnati advisors →

Strategic Advisers LLC 205UBS Financial Services Inc. 203Morgan Stanley 137Merrill Lynch, Pierce, Fenner & Smith Incorporated 121Fifth Third Securities, Inc. 105Wells Fargo Clearing Services, LLC 73Touchstone Advisors Inc. 65LPL Financial LLC 60Pfs Investments Inc. 59Johnson Investment Counsel, Inc. 56Ameriprise Financial Services, LLC 49Cambridge Investment Research Advisors, Inc. 47

Questions

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

6 investment adviser representatives are registered at Summit Financial, LLC offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 219 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

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

Summit Financial, LLC ranks number 74 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 205.

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

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.