SUMMIT FINANCIAL STRATEGIES INC

COLUMBUS, Ohio·10 registered advisors·CRD# 110112
SEC# 801-506160614-885-1115
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
32
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SUMMIT FINANCIAL STRATEGIES INC

10 registered advisors
Brian Todd Sutliff
COLUMBUS, Ohio
Liam John Hurley
COLUMBUS, Ohio
Luke Jared Salcone
COLUMBUS, Ohio
Michael Robert Scherer
COLUMBUS, Ohio
Samantha Alise Lyman Macchia
COLUMBUS, Ohio
Steven Adam Cavalieri
COLUMBUS, Ohio
Ted Kevin Saneholtz
COLUMBUS, Ohio
Thomas Cornell Barringer Davison
COLUMBUS, Ohio
Timothy William Swain
COLUMBUS, Ohio
Wendy S Trout
COLUMBUS, Ohio
05

Office Locations

COLUMBUS, Ohio
10 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL STRATEGIES INC (CRD# 110112) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.