Alexander Samuel Pasquale

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1997 → 05/2025
  Everest Consultants, Llc
  Syracuse, NY
• 01/2014 → Present
  Independent Insurance Agent
  Jupiter, FL
• 03/2025 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2005-11-22 → 2025-05-07
  Everest Consultants, Llc
  Syracuse, NY

Other Businesses

(1) 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. Pasquale Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (2) Consultant: Investment-Related. A small number of clients maintain accounts at Gemini via Onramp. These accounts were opened between December 2020 and July 2023. Address: 443 North Franklin Street, Suite 210, Syracuse, New York, 13204. Mr. Pasquale provides guidance and services to clients regarding Bitcoin holdings in the accounts. Some of these clients maintain accounts at Summit. Devotes 1 hour a month to this outside activity and less than 1 hour during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-01
• S63 Uniform Securities Agent State Law Examination
  1999-06-04

Other Names

• Al Pasquale
• Alexander S Pasquale