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David Richard Chepauskas

SUMMIT FAMILY WEALTH COUNSELING INC·PARSIPPANY, New Jersey
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4 CAMPUS DRIVE, PARSIPPANY, NJ 07054CRD# 2033478Firm CRD# 108053
01

About

David Richard Chepauskas is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with SUMMIT FAMILY WEALTH COUNSELING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT FAMILY WEALTH COUNSELING INC
SUMMIT FAMILY WEALTH COUNSELING INC
AUM
—
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SUMMIT FAMILY WEALTH COUNSELING INC →
Services
Financial planning
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2033478
Firm CRD# 108053
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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