Summit Financial, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

299322

SEC number

801-114377

Firm type

RIA

Assets under management

$22.5B as of Mar 17, 2026

Website

www.lbellwealth.com ↗

Phone

973-285-3600

Address

4 Campus Drive, Parsippany, NJ, 07054

Advisors at this firm

197 in our index · page 1 of 4

• Carl Andrew AdkinsCRD 5412255 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Michael AloiCRD 3217172 · Stratford, CT
  IA RegisteredBroker
• Margaret Rowell AndersonCRD 4510746 · Millersville, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew P AndersonCRD 4617400 · Columbus, OH
  IA RegisteredRegistration inactive
• Pei-Chin AndrewCRD 5662191 · Dublin, OH
  IA RegisteredBroker
• Amy Beth ArmstrongCRD 2635807 · Blue Bell, PA
  IA Registered
• Robert Britton ArmstrongCRD 2256775 · Parsippany, NJ
  IA RegisteredBroker
• Ron M. AmirCRD 4565409 · Newport Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Peter James AndersonCRD 6974078 · Sheridan, MT
  IA RegisteredRegistration inactive
• Richard Steven BabjakCRD 2074968 · Arlington Heights, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• David Mark BaranekCRD 3163282 · Madison, NJ
  IA RegisteredBroker
• Christopher S BerteCRD 6129823 · Naples, FL
  IA RegisteredRegistration inactive
• Todd Robert BirkenholzCRD 4561158 · Kirkwood, MO
  IA RegisteredBroker
• Christopher Lee BishopCRD 2932632 · Ashburn, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Glenn Alan BlachmanCRD 2524096 · Brooklyn, NY
  IA Registered
• Culver Robert BroachCRD 2600471 · Montgomery, AL
  IA RegisteredRegistration inactive
• Ralph Duane BurnettCRD 2375927 · Edmond, OK
  IA Registered
  Disclosure event(s) on record
• Robert Adly BarronCRD 7498694 · Parsippany, NJ
  IA Registered
• Brian Edward BartholdCRD 2943475 · Parsippany, NJ
  IA RegisteredBroker
• Blake Andrew Kent BauerCRD 7690157 · Newport Beach, CA
  IA RegisteredBroker
• Thomas BeaupreCRD 6943046 · Franklin, TN
  IA RegisteredRegistration inactive
• Robert Anthony BeckettCRD 1238616 · Danbury, CT
  IA RegisteredBroker
• Lawrence Malcom BellCRD 2227247 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Christian BonnesenCRD 2884404 · Parsippany, NJ
  IA RegisteredBroker
• Michael Collin BremerCRD 2286765 · Parsippany, NJ
  IA RegisteredBroker
• Edward Scott CampbellCRD 2713030 · Dublin, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Andrew CaseyCRD 1731721 · Bonita Springs, FL
  IA Registered
• Robert Stephen CastelliniCRD 2508227 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Charles Thomas CernosiaCRD 4628598 · Parsippany, NJ
  IA Registered
• Gautam ChhadaCRD 6318397 · Allendale, NJ
  IA Registered
• Heather Griffin CleggCRD 5042864 · Naples, FL
  IA RegisteredBroker
• William Ewart CleggCRD 3142804 · Naples, FL
  IA RegisteredBroker
• Diana Doeller CooperCRD 1320415 · Lutherville, MD
  IA RegisteredRegistration inactive
• Patricia CaccavoCRD 6652020 · Parsippany, NJ
  IA Registered
• Michael CaputoCRD 1375074 · White Plains, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Neil J CashesCRD 6248624 · Red Bank, NJ
  IA RegisteredBroker
• Michael Emil CearCRD 3009786 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• David Richard ChepauskasCRD 2033478 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• John Jason ClickCRD 3060649 · Dublin, OH
  IA RegisteredRegistration inactive
• Michael William ConwayCRD 1099865 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Ralph R CoppolaCRD 2191594 · Warwick, RI
  IA RegisteredRegistration inactive
• Michael Douglas DentiCRD 1163719 · Highlands, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Dominick DivizioCRD 6526922 · Parsippany, NJ
  IA Registered
• George Christopher DonCRD 5602201 · Miami, FL
  IA RegisteredRegistration inactive
• Audrey Bieber DrossnerCRD 1668825 · Delray Beach, FL
  IA RegisteredRegistration inactive
• John R DuffyCRD 859531 · Parsippany, NJ
  IA RegisteredRegistration inactive
• Robert J DruryCRD 7128756 · Kirkwood, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Kenneth Dennis DurfeeCRD 2155178 · Parsippany, NJ
  IA RegisteredBroker
• Randi Faith EngelbrechtCRD 2665312 · Darien, CT
  IA Registered
• Gregory EspositoCRD 2462724 · Fort Myers, FL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.