Unclaimed Profile

Mark John Oleary

SUMMIT FINANCIAL RESOURCES INC·PARSIPPANY, New Jersey

SIE, Series 7, Series 63, Series 6524 years registeredSUMMIT 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 · 24 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Dec 2018 – present

SUMMIT FINANCIAL RESOURCES INC

Jun 2002 – Sep 2018

PARSIPPANY, NJ

SUMMIT EQUITIES INC

Jun 2002 – Dec 2018

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 3, 2002

Years registered · 24

Disclosure History

1989Criminal·Final Disposition

1983Criminal·Final Disposition

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 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 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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