Unclaimed Profile

Mark John Oleary

SUMMIT FINANCIAL RESOURCES INC·PARSIPPANY, New Jersey

SUMMIT FINANCIAL RESOURCES INC

4 CAMPUS DR, PARSIPPANY, NJ 07054-0413CRD# 1497002Firm CRD# 104990

Profile Verification

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

Identity

Mark John Oleary · PARSIPPANY, NJ

Registration

CRD #1497002 · SUMMIT FINANCIAL RESOURCES INC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Mark John Oleary is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with SUMMIT FINANCIAL RESOURCES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SUMMIT FINANCIAL RESOURCES INC

AUM

—

Regulatory assets under management

Employees

222

Total firm employees

View all advisors at SUMMIT FINANCIAL RESOURCES INC →

Services

Financial planning

Background

Compensation

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1497002

Firm CRD# 104990

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark John Oleary offer?

Mark John Oleary specializes in Financial Planning. Contact their office in PARSIPPANY, New Jersey for a consultation.

What are Mark John Oleary's credentials?

Mark John Oleary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark John Oleary located?

Mark John Oleary 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 Mark John Oleary charge for services?

Mark John Oleary'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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