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Steven Weinman

SUMMIT FINANCIAL, LLC·PARSIPPANY, New Jersey
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4 CAMPUS DRIVE, PARSIPPANY, NJ 07054CRD# 1055954Firm CRD# 299322
01

About

Steven Weinman is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with SUMMIT FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT FINANCIAL, LLC
SUMMIT FINANCIAL, LLC
AUM
$11.5B
Regulatory assets under management
Employees
330
Total firm employees
View all advisors at SUMMIT FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1055954
Firm CRD# 299322
3 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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