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Inactive

Nikolas L Piccolo

Summit Financial, LLC

Parsippany, NJ

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-28
  • NJ RA
    APPROVED
    Since 2024-05-28

Branch Locations

4 Campus Drive, Parsippany, NJ 07054 • 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 06/2026 Present
Rbc Wealth Management Florham Park NJ 02/2022 10/2022
Regentatlantic Morristown NJ 10/2022 03/2023
Seton Hall University South Orange NJ 09/2018 05/2022
Equitable Advisors Woodbridge NJ 05/2021 08/2021
Student Randolph NJ 10/2012 09/2018
Corient Morristown NJ 12/2022 05/2024
Corient Services Llc Miami FL 07/2023 05/2024
Cipw Service Company, Llc Toronto 01/2023 07/2023
Summit Financial, Llc Parsippany NJ 05/2024 06/2026
  • 06/2026 → Present
    Summit Financial, Llc
    Parsippany, NJ
  • 02/2022 → 10/2022
    Rbc Wealth Management
    Florham Park, NJ
  • 10/2022 → 03/2023
    Regentatlantic
    Morristown, NJ
  • 09/2018 → 05/2022
    Seton Hall University
    South Orange, NJ
  • 05/2021 → 08/2021
    Equitable Advisors
    Woodbridge, NJ
  • 10/2012 → 09/2018
    Student
    Randolph, NJ
  • 12/2022 → 05/2024
    Corient
    Morristown, NJ
  • 07/2023 → 05/2024
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 05/2024 → 06/2026
    Summit Financial, Llc
    Parsippany, NJ
Previous Registrations
  • 2023-01-24 → 2024-05-09
    Corient
    Miami, FL
    Morristown, NJ
  • 2023-01-24 → 2023-03-31
    Regentatlantic
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13
Other Names
  • Niko Piccolo

View on SEC IAPD

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Other Offices

HENNION & WALSH ASSET MANAGEMENT, INC. · PARSIPPANY, NJ
M.K. BYRNE & CO. LLC · PARSIPPANY, NJ
CORE PLANNING · Parsippany, NJ
LPL FINANCIAL LLC · PARSIPPANY, NJ
FGH INVESTMENT ADVISORS, LLC · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ
PFS INVESTMENTS INC. · PARSIPPANY, NJ
RONALD GELOK & ASSOCIATES, LLC · Parsippany, NJ

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