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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-23 |
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
4 Campus Drive, Parsippany, NJ 07054 • United States
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 07/2003 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 09/2003 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | Present |
(1) MR. SNERSON SELLS INSURANCE THROUGH SUMMIT RISK MANAGEMENT (SRM), LLC WHICH IS AN AFFILIATE OF SUMMIT FINANCIAL, (SF) LLC. THAT OPERATES FROM THE SAME LOCATION. HE EARNS COMMISSION; AND ALLOWANCES ON THESE INSURANCE SALES, WHICH VARY AND OVERLAP WITH SF BUSINESS. MR. SNERSON JOINED ALL SUMMIT ENTITIES AT OR ABOUT THE SAME TIME. (2) MR. SNERSON IS ALSO AN INSURANCE AGENT APPROVED TO CONDUCT INSURANCE ACTIVITY WITH COMPANIES OUTSIDE OF SRM. THE APPROXIMATE NUMBER OF HOURS PER MONTH THAT HE DEVOTES TO THIS ACTIVITY CAN VARY. (3) SUMMIT FINANCIAL, LLC INVESTMENT RELATED. 4 CAMPUS DR. PARISIPPANY NJ 07054. RIA, IAR. START 09/2018. 160 HOURS/160 HOURS. PROVIDE FINANCIAL ADVICE TO CLIENTS. (4) STRATEGIC WEALTH ADVISORY GROUP, Not Investment Related. 120 EAGLE ROCK AVE., SUITE 303 EAST HANOVER NJ 07936. Insurance. Broker. Start 1/2020. 1-2 hours per month during trading. Group benefits consulting and insurance brokerage services. (4) Fieldpoint Private Bank & Trust, located at 100 Field Point Road, Greenwich, CT 06830. Refers clients to the bank and receives a referral fee for bank loans, asset backed security loans, mortgages and other type of loans. No position held within the bank, this is just referral business to help Summit clients with services they provide; started October 2022. Infrequent hours per month, if there is a fit for a banking service for a client. Infrequent hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-25 |
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