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 2 of 4

• Charles F FellowsCRD 5414842 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Daniel John FieldCRD 5425574 · Parsippany, NJ
  IA RegisteredBroker
• Jay Harold FlammeCRD 1632440 · Parsippany, NJ
  IA Registered
• Ryan Matthew FlurieCRD 5839257 · West Grove, PA
  IA RegisteredBroker
• Kory Mark FrostCRD 5925731 · Farmington Hills, MI
  IA RegisteredRegistration inactive
• Keith E FahrmanCRD 2139187 · Parsippany, NJ
  IA RegisteredRegistration inactive
• Timothy Patrick FarleyCRD 5217446 · Landing, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Armando Demetrice Faucy-SmithCRD 7593711 · Sarasota, FL
  IA RegisteredBroker
• David Ira FischbachCRD 1774749 · Parsippany, NJ
  IA RegisteredBroker
• Kyle Henry FischbachCRD 7138776 · Parsippany, NJ
  IA Registered
• Patrick Christopher GarrettCRD 5356857 · Birmingham, AL
  IA RegisteredBroker
• Stephen Lynn GarrettCRD 2146125 · Birmingham, AL
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Lynn GarrettCRD 4659825 · Birmingham, AL
  IA RegisteredBroker
• Nathaniel Luke GavittCRD 6480345 · Syracuse, NY
  IA Registered
• Jason John GlisczynskiCRD 4413537 · Stevens Point, WI
  IA Registered
• Olivio Reyes GomezCRD 5168663 · Ladera Ranch, CA
  IA RegisteredBroker
• Andrew J. GrantCRD 5773531 · Dublin, OH
  IA RegisteredBroker
• Stanley GregorCRD 1672974 · Parsippany, NJ
  IA RegisteredRegistration inactive
• David John GuidoCRD 5394617 · Ashburn, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lisa GuidoCRD 8295507 · Mendham, NJ
  IA Registered
• Michael Joseph GiannottoCRD 2011397 · Parsippany, NJ
  IA RegisteredBroker
• Joseph Michael GordonCRD 706758 · Durham, NC
  IA RegisteredBroker
• Michael Alan HalvorsenCRD 3101410 · Doylestown, PA
  IA Registered
• Richard HammonsCRD 7021444 · Dublin, OH
  IA RegisteredBroker
• Austin Adrian HebigCRD 6291454 · Edina, MN
  IA RegisteredRegistration inactive
• Chad Michael HemphillCRD 2823045 · Kirkwood, MO
  IA RegisteredBroker
• Shawn Kyle HirschCRD 5592586 · Parsippany, NJ
  IA Registered
• Quintin Andrew HogrefeCRD 4490049 · Kirkwood, MO
  IA RegisteredBroker
• Gregory Scott HornCRD 1186796 · Blue Bell, PA
  IA Registered
• Brandon Ashley HortonCRD 4569003 · Birmingham, AL
  IA RegisteredBroker
  Disclosure event(s) on record
• Brittany HalpernCRD 6850442 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Ryan Adam HanisakCRD 4903515 · Parsippany, NJ
  IA RegisteredBroker
• Jacob Michael HemphillCRD 6809439 · Kirkwood, MO
  IA RegisteredBroker
• Nicholas John HoumisCRD 1446580 · Parsippany, NJ
  IA RegisteredBroker
• Cole HughesCRD 7563853 · Naples, FL
  IA RegisteredBroker
• Marissa Gerhart IllingworthCRD 6389504 · Lancaster, PA
  IA RegisteredRegistration inactive
• Brad Michael IngegneriCRD 4364810 · West Warwick, RI
  IA RegisteredBroker
• Andrew Robert IshmaelCRD 4289550 · Kirkwood, MO
  IA RegisteredBroker
• Jeffrey Mark JaskolCRD 1099152 · Turnersville, NJ
  IA RegisteredBroker
• Ryan C JohnsonCRD 4570558 · Dublin, OH
  IA RegisteredRegistration inactive
• Daniel David JonkerCRD 1245488 · New Milford, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Gregory JandoliCRD 1874549 · Parsippany, NJ
  IA RegisteredBroker
• Danny Zuhair KamalCRD 3197594 · Griffin, GA
  IA RegisteredBroker
• John Robert KamalCRD 6811427 · Brighton, MI
  IA RegisteredBroker
• Kimberlie J KarasewiczCRD 5702068 · Parsippany, NJ
  IA RegisteredBroker
• Matthew Ralph KeyesCRD 4029730 · Dublin, OH
  IA RegisteredBroker
• Michael Anthony KiernanCRD 7273412 · West Warwick, RI
  IA RegisteredRegistration inactive
• Benjamin M KlutenkamperCRD 6276877 · Kirkwood, MO
  IA RegisteredBroker
• Jason Steven KohutCRD 4007586 · Naples, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Noah Adam KoterbaCRD 5170495 · Cincinnati, OH
  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.