SUMMIT FINANCIAL, LLC

PARSIPPANY, New Jersey·7 registered advisors·CRD# 299322
SEC# 801-11437747973-285-3600
01

Firm Overview

AUM
$11.5B
Regulatory assets under management
Employees
330
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT FINANCIAL, LLC

7 registered advisors
Anthony Lawrence Mcelynn
PARSIPPANY, New Jersey
Esmat Bahar Hawkesworth
PARSIPPANY, New Jersey
Joseph Francis Rowek
PARSIPPANY, New Jersey
Mara Deborah Stempler
PARSIPPANY, New Jersey
Michael Collin Bremer
PARSIPPANY, New Jersey
Stanley Gregor
PARSIPPANY, New Jersey
Steven Weinman
PARSIPPANY, New Jersey
05

Office Locations

PARSIPPANY, New Jersey
7 advisors

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL, LLC (CRD# 299322) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.