Unclaimed Profile

Salvadore Robert Salvo

SUMMIT FINANCIAL RESOURCES INC·PARSIPPANY, New Jersey

SIE, Series 1, Series 7TO, Series 24, Series 6324 years registeredSUMMIT FINANCIAL RESOURCES INC

4 CAMPUS DR, PARSIPPANY, NJ 07054-0413CRD# 409637Firm CRD# 104990

Profile Verification

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

Identity

Salvadore Robert Salvo · PARSIPPANY, NJ

Registration

CRD #409637 · SUMMIT FINANCIAL RESOURCES INC · 24 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jan 2019 – 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

Jun 2002 – Dec 2018

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 63

Registration record

First registered · June 5, 2002

Years registered · 24

Disclosure History

2025Customer Dispute·Pending

2010Customer Dispute·Settled

3 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 Salvadore Robert Salvo offer?

Salvadore Robert Salvo specializes in Financial Planning. Contact their office in PARSIPPANY, New Jersey for a consultation.

What are Salvadore Robert Salvo's credentials?

Salvadore Robert Salvo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Salvadore Robert Salvo located?

Salvadore Robert Salvo 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 Salvadore Robert Salvo charge for services?

Salvadore Robert Salvo'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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