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 4 of 4

• Dennis Patrick RyanCRD 5916158 · Arlington Heights, IL
  IA RegisteredBroker
• Bruce Lee ResnikCRD 1326764 · New York, NY
  IA RegisteredBroker
• Erik Robert RineholdCRD 6431439 · Lansdowne, VA
  IA RegisteredBroker
• George L RiosecoCRD 2674669 · White Plains, NY
  IA RegisteredBroker
• Joseph Francis RowekCRD 2684738 · Parsippany, NJ
  IA RegisteredRegistration inactive
• Michael Frederick SaraulloCRD 4410105 · Dublin, OH
  IA RegisteredRegistration inactive
• Edward Blair SecrestCRD 2161058 · Raleigh, NC
  IA RegisteredBroker
• Emilio Joseph SenesiCRD 1057937 · Cranston, RI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Curtis Scott ShillingsfordCRD 6733466 · Kirkwood, MO
  IA RegisteredBroker
• Ethan Marc SilvermanCRD 6311979 · Kirkwood, MO
  IA RegisteredBroker
• John Paul SleesmanCRD 5201450 · Raleigh, NC
  IA RegisteredBroker
• Michael Joseph SluhanCRD 3183641 · Kirkwood, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Keith Richard SoltisCRD 2777298 · Parsippany, NJ
  IA RegisteredBroker
• Carla Denise StampsCRD 2203109 · Farmington Hills, MI
  IA RegisteredRegistration inactive
• Volodymyr Nmn StasenkoCRD 5414088 · Parsippany, NJ
  IA Registered
• Jonathan William SteffenCRD 6536035 · Stevens Point, WI
  IA Registered
• Todd SadwinCRD 6497631 · West Warwick, RI
  IA RegisteredRegistration inactive
• Salvadore Robert SalvoCRD 409637 · Parsippany, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Connor Jason SchamblinCRD 7663985 · Newport Beach, CA
  IA RegisteredBroker
• Nicholas E SiminiCRD 6207422 · White Plains, NY
  IA RegisteredBroker
• Brian SnersonCRD 4686252 · Parsippany, NJ
  IA RegisteredBroker
• Joseph William SpadaCRD 1207726 · Parsippany, NJ
  IA RegisteredBroker
• Christopher George StappasCRD 1907323 · Parsippany, NJ
  IA RegisteredBroker
• Chad Philip TrevithickCRD 4664534 · Raleigh, NC
  IA RegisteredBroker
• Stephen Edwin TuttleCRD 2191394 · Parsippany, NJ
  IA Registered
• Steven F ThomsCRD 1517767 · Brighton, MI
  IA RegisteredRegistration inactive
• Peter Jonathan VallesCRD 2692789 · Morristown, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Julia Rafalko VaughnCRD 3256445 · Lutherville, MD
  IA RegisteredRegistration inactive
• Monish VermaCRD 2552057 · Farmington Hills, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Steve C VujevichCRD 2886012 · Columbus, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Frank Lawrence VanoreCRD 1003543 · Parsippany, NJ
  IA RegisteredBroker
• Nicholas George VillanoCRD 6303023 · Parsippany, NJ
  IA RegisteredBroker
• Patricia Ann WebbCRD 4332751 · Harleysville, PA
  IA Registered
• David Scott WeinermanCRD 1711883 · Parsippany, NJ
  IA RegisteredBroker
• Jay C WeislogelCRD 6066698 · Cincinnati, OH
  IA RegisteredRegistration inactive
• Robert Mark WeissCRD 2426948 · Sarasota, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bradley William WernerCRD 2329211 · Naples, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven WeinmanCRD 1055954 · Parsippany, NJ
  IA RegisteredBroker
• Todd Scott WeissCRD 2077822 · Parsippany, NJ
  IA RegisteredBroker
• Nicholas Paul WerkmeisterCRD 7307760 · Kirkwood, MO
  IA RegisteredBroker
• Christian Duncan WilliamsCRD 6860546 · Las Cruces, NM
  IA Registered
• Dexter Harrison WiseCRD 6519569 · Edmond, OK
  IA Registered
• Evgeniy Yurievich YashinCRD 5704938 · Parsippany, NJ
  IA Registered
• Joseph Samuel ZaidainCRD 3092471 · Miamisburg, OH
  IA RegisteredBroker
• Scott Christian ZempelCRD 6116741 · Kenosha, WI
  IA Registered
• Todd Edward ZempelCRD 4671373 · Durham, NC
  IA Registered
• Wally C JandoliCRD 829358 · Manalapan, NJ
  IA RegisteredRegistration inactive

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.