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Summit Financial, LLC CRD 299322
$22.5B regulatory AUM 59 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-02-26 |
Branch Locations
8210 Louisiana Blvd. Ne Suite B, Albuquerque, NM 87113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crow Financial Advisors | Albuquerque | NM | 06/2000 | 05/2025 |
| Summit Financial, Llc | Parsippany | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-21 |
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