Unclaimed Profile

Joseph William Spada

SUMMIT FINANCIAL RESOURCES INC·PARSIPPANY, New Jersey

SIE, Series 7, Series 63CFPClean record24 years registeredSUMMIT FINANCIAL RESOURCES INC

4 CAMPUS DR, PARSIPPANY, NJ 07054-0413CRD# 1207726Firm CRD# 104990

Profile Verification

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

Identity

Joseph William Spada · PARSIPPANY, NJ

Registration

CRD #1207726 · SUMMIT FINANCIAL RESOURCES 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

PARSIPPANY, 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

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT FINANCIAL RESOURCES INC

CRD 104990 · SEC 801-18223

Employees

222

Total firm employees

Services offered by SUMMIT FINANCIAL RESOURCES INC

Per Form ADV

Financial planning

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at SUMMIT FINANCIAL RESOURCES INC →

Introduction

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Frequently Asked Questions

What services does Joseph William Spada offer?

Joseph William Spada specializes in Financial Planning. Contact their office in PARSIPPANY, New Jersey for a consultation.

What are Joseph William Spada's credentials?

Joseph William Spada holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph William Spada located?

Joseph William Spada is based in PARSIPPANY, New Jersey, working with SUMMIT FINANCIAL RESOURCES INC. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.

How does Joseph William Spada charge for services?

Joseph William Spada'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 FINANCIAL RESOURCES INC?

SUMMIT FINANCIAL RESOURCES INC has approximately 222 employees. The firm is registered with the SEC as an investment adviser.

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