Gautam Chhada

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-10-22

NJ RA
APPROVED

Since 2024-10-22

Branch Locations

Allendale, NJ • 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

Organization	City	State	From	To
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

Other Businesses

1) Guatam Chhada: Advisor and wife are the owner of a rental property located at 333 East 34th Street, Apt. 8M, NY NY 10016; landlord/owner of this property, collect monthly rent; start date of ownership: 05/2005; Approximately 1 hour per month devoted to this activity; no hours during securities trading time; hours may vary according to the needs of the tenant.

Designations

Chartered Financial Analyst

Other Names

Gautam Bhagnari

View on SEC IAPD