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 3 of 4

• Kenan Bassam KashlanCRD 4477969 · Jersey City, NJ
  IA RegisteredBroker
• Brian Martin KellerCRD 6506026 · Parsippany, NJ
  IA RegisteredBroker
• Corey KiewietCRD 7256913 · Edina, MN
  IA RegisteredRegistration inactive
• Kevin KreuzerCRD 2445697 · Parsippany, NJ
  IA RegisteredBroker
• Edward Guy LeeperCRD 6059764 · Valleyford, WA
  IA Registered
• James Todd LermitteCRD 6417986 · Blue Bell, PA
  IA RegisteredRegistration inactive
• Anita Petricola LombardiCRD 4127712 · Syracuse, NY
  IA Registered
• Bryan Le BeauCRD 7214224 · West Warwick, RI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Jay LeroyCRD 2206883 · Parsippany, NJ
  IA RegisteredBroker
• Jack Louis LongCRD 7704442 · Arlington Heights, IL
  IA RegisteredBroker
• Randi LoretiCRD 4721270 · Parsippany, NJ
  IA RegisteredBroker
• John Andrew MarceliaCRD 4187580 · Winter Garden, FL
  IA RegisteredBroker
• Anthony Lawrence McelynnCRD 2267348 · Parsippany, NJ
  IA RegisteredBroker
• John Michael MillerCRD 5539804 · Dublin, OH
  IA RegisteredRegistration inactive
• Joseph Glenn MooreCRD 5535483 · Pinehurst, NC
  IA Registered
• Daniel Patrick MurphyCRD 1033528 · Bradenton, FL
  IA RegisteredRegistration inactive
• Michael MacdougalCRD 2739184 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric MangoldCRD 4047724 · Westfield, NJ
  IA RegisteredBroker
• Richard Jason McwhorterCRD 2281983 · Beverly Hills, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Nicholas MegillCRD 1694263 · Red Bank, NJ
  IA RegisteredBroker
• Andrew MossCRD 2670024 · Hoboken, NJ
  IA RegisteredBroker
• Daniel Patrick NardolilloCRD 6515077 · Morristown, NJ
  IA RegisteredBroker
• Gregory Michael NardolilloCRD 2218022 · Morristown, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Patrick NardolilloCRD 2416654 · Morristown, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Erin Mccullough NordlohCRD 5934944 · Farmington Hills, MI
  IA RegisteredBroker
• Brian Albert NolanCRD 1583485 · Princeton, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Ronald ObraitisCRD 2124486 · Lansdowne, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• William James ObrienCRD 2210929 · Parsippany, NJ
  IA RegisteredBroker
• Mark John OlearyCRD 1497002 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Katherine Nancy OwensCRD 5274684 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Peter J OneillCRD 2307086 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrea Lee OrlandoCRD 1454077 · Oceanside, CA
  IA RegisteredBroker
• Sandra ParracinoCRD 5457411 · Beverly Hills, CA
  IA RegisteredRegistration inactive
• Todd Malone ParsonsCRD 1912402 · Montgomery, AL
  IA RegisteredRegistration inactive
• Patrick Francis PatinCRD 6067869 · Farmington Hills, MI
  IA RegisteredRegistration inactive
• Mark PerkinsCRD 2747865 · Birmingham, AL
  IA RegisteredBroker
• William Anthony PhillipsCRD 5498335 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Damian PiccerelliCRD 2201802 · West Warwick, RI
  IA Registered
• Mark Armand PicchiCRD 2228311 · Sarasota, FL
  IA RegisteredBroker
• Brian James PowerCRD 2353914 · Parsippany, NJ
  IA Registered
• Nikolas L PiccoloCRD 7517311 · Parsippany, NJ
  IA Registered
• David Alexander PorroCRD 1064674 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• James Boyd RabascaCRD 5484909 · Parsippany, NJ
  IA RegisteredRegistration inactive
• Michael RaspalloCRD 1281062 · West Warwick, RI
  IA RegisteredRegistration inactive
• Brian Allen ReddersCRD 3119301 · Kirkwood, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Douglas RobinsonCRD 5039975 · Charlotte, NC
  IA RegisteredRegistration inactive
• Elizabeth Haley RockwellCRD 5041734 · Greenwich, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Peter James RolandCRD 1726474 · Harleysville, PA
  IA Registered
• John Michael RuscianoCRD 4425958 · Edina, MN
  IA RegisteredRegistration inactive
• Todd Allen RustmanCRD 2453708 · Newport Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record

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.