Unclaimed Profile

Steven Weinman

SUMMIT FINANCIAL, LLC·PARSIPPANY, New Jersey

SIE, Series 4, Series 7, Series 24, Series 27, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TOClean record24 years registeredSUMMIT FINANCIAL, LLC

4 CAMPUS DRIVE, PARSIPPANY, NJ 07054CRD# 1055954Firm CRD# 299322

Profile Verification

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

Identity

Steven Weinman · PARSIPPANY, NJ

Registration

CRD #1055954 · SUMMIT FINANCIAL, LLC · 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 4

Series 7

Series 24

Series 27

Series 55

Series 57TO

Series 63

Series 79TO

Series 99TO

Registration record

First registered · June 5, 2002

Years registered · 24

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 Steven Weinman offer?

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

What are Steven Weinman's credentials?

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

Where is Steven Weinman located?

Steven Weinman 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 Steven Weinman charge for services?

Steven Weinman'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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