Unclaimed Profile

Stanley Gregor

SUMMIT FINANCIAL, LLC·PARSIPPANY, New Jersey

SIE, Series 4, Series 7, Series 12, Series 24, Series 53, Series 63, Series 65Clean record23 years registeredSUMMIT FINANCIAL, LLC

4 CAMPUS DRIVE, PARSIPPANY, NJ 07054CRD# 1672974Firm CRD# 299322

Profile Verification

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

Identity

Stanley Gregor · PARSIPPANY, NJ

Registration

CRD #1672974 · SUMMIT FINANCIAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Dec 2018 – present

SUMMIT EQUITIES INC

Feb 2017 – Dec 2018

PARSIPPANY, NJ

SUMMIT FINANCIAL RESOURCES INC

Jan 2017 – Sep 2018

PARSIPPANY, NJ

CANTOR FITZGERALD WEALTH PARTNERS, LLC

Aug 2014 – Nov 2016

NEW YORK, NY

MERION WEALTH PARTNERS, LLC

Jun 2012 – Dec 2012

PAOLI, PA

WELLS FARGO ADVISORS, LLC

Jun 2009 – Sep 2010

CHARLOTTE, NC

COMMERCE CAPITAL MARKETS, INC.

Aug 2005 – Aug 2007

CHERRY HILL, NJ

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2004 – Jan 2005

NEW YORK, NY

QUICK & REILLY, INC.

Nov 2002 – Oct 2004

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 12

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · November 25, 2002

Years registered · 23

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, LLC

CRD 299322 · SEC 801-114377

AUM

$11.5B

Regulatory assets under management

Employees

330

19,276 client accounts

Services offered by SUMMIT FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUMMIT FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Stanley Gregor offer?

Stanley Gregor specializes in Financial Planning, Investment Management. Contact their office in PARSIPPANY, New Jersey for a consultation.

What are Stanley Gregor's credentials?

Stanley Gregor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stanley Gregor located?

Stanley Gregor is based in PARSIPPANY, New Jersey, working with SUMMIT FINANCIAL, LLC. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.

How does Stanley Gregor charge for services?

Stanley Gregor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT FINANCIAL, LLC?

SUMMIT FINANCIAL, LLC has approximately 330 employees and manages $11.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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