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Randi Faith Engelbrecht

Summit Financial, LLC

Darien, CT

CRD 2665312

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Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-08-09
  • CT RA
    APPROVED
    Since 2024-08-09

Branch Locations

Darien, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Financial, Llc Parsippany NJ 08/2024 Present
Brown Advisory New York NY 06/2015 08/2024
  • 08/2024 → Present
    Summit Financial, Llc
    Parsippany, NJ
  • 06/2015 → 08/2024
    Brown Advisory
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-18
  • S65 Uniform Investment Adviser Law Examination
    2024-05-18
Other Names
  • Randi Faith Bailey

View on SEC IAPD

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