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Noah Philip Alweiss

Summit Financial, LLC

Hallandale Beach, FL

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-09
  • FL RA
    APPROVED
    Since 2026-07-09

Branch Locations

1920 E. Hallandale Beach Blvd. Suite 602, Hallandale Beach, FL 33009 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Miami FL 03/2011 03/2026
Morgan Stanley Private Bank, N.A. New York NY 01/2015 03/2026
Summit Financial, Llc Parsippany NJ 05/2026 Present
  • 03/2011 → 03/2026
    Morgan Stanley Smith Barney Llc
    Miami, FL
  • 01/2015 → 03/2026
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 05/2026 → Present
    Parsippany, NJ
Previous Registrations
  • 2011-07-08 → 2026-04-17
    Coral Springs, FL
    Miami, FL
    Boca Raton, FL
Other Businesses

Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Alweiss Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-06
  • S66 Uniform Combined State Law Examination
    2011-07-06

View on SEC IAPD

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