Unclaimed Profile

David Richard Chepauskas

SUMMIT FAMILY WEALTH COUNSELING INC·PARSIPPANY, New Jersey

SIE, Series 7, Series 63CFP24 years registeredSUMMIT FAMILY WEALTH COUNSELING INC

4 CAMPUS DRIVE, PARSIPPANY, NJ 07054CRD# 2033478Firm CRD# 108053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Richard Chepauskas · PARSIPPANY, NJ

Registration

CRD #2033478 · SUMMIT FAMILY WEALTH COUNSELING INC · 24 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Dec 2018 – present

SUMMIT FAMILY WEALTH COUNSELING INC

Jun 2002 – Jul 2012

PARSIPPANY, NJ

SUMMIT FINANCIAL RESOURCES INC

Jun 2002 – Sep 2018

PARSIPPANY, NJ

SUMMIT EQUITIES INC

May 2002 – Dec 2018

RED BANK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · May 15, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2022Customer Dispute·Settled

2004Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SUMMIT FAMILY WEALTH COUNSELING INC

CRD 108053 · SEC 801-55879

Employees

Total firm employees

Services offered by SUMMIT FAMILY WEALTH COUNSELING INC

Per Form ADV

Financial planning

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at SUMMIT FAMILY WEALTH COUNSELING INC →

Introduction

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Frequently Asked Questions

What services does David Richard Chepauskas offer?

David Richard Chepauskas specializes in Financial Planning. Contact their office in PARSIPPANY, New Jersey for a consultation.

What are David Richard Chepauskas's credentials?

David Richard Chepauskas holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Richard Chepauskas located?

David Richard Chepauskas is based in PARSIPPANY, New Jersey, working with SUMMIT FAMILY WEALTH COUNSELING INC. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.

How does David Richard Chepauskas charge for services?

David Richard Chepauskas's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FAMILY WEALTH COUNSELING INC?

SUMMIT FAMILY WEALTH COUNSELING INC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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