Summit Financial LLC

Summit Financial, LLC is a limited liability company based in Delaware with 195 employees, providing advisory services to 61 clients. Their SEC status is reported as approved and their registration date was on December 3rd, 2018. With 62 employees in advisory roles, Summit Financial LLC is well-equipped to provide financial support and guidance to their diverse clientele.

• CRAIG BARRY WEISS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• ESMAT BAHAR HAWKESWORTH

  CHIEF LEGAL OFFICER owns less than 5%

• JOSEPH FRANCIS ROWEK

  VP FINANCIAL PLANNING owns less than 5%

• MARA DEBORAH STEMPLER

  CHIEF FINANCIAL OFFICER owns less than 5%

• MICHAEL COLLIN BREMER

  CHIEF OPERATIONS OFFICER owns less than 5%

• STANLEY GREGOR

  CEO AND DIRECTOR owns less than 5%

• STEVEN WEINMAN

  PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR owns less than 5%

• SUMMIT FINANCIAL HOLDINGS, LLC

  OWNER owns 75% or more

• STANLEY GREGOR

  MEMBER owns more than 25% but less than 50%

• SUMMIT EQUITIES, INC.

  MEMBER owns more than 50% but less than 75%

• SUMMIT FINANCIAL SERVICES, LLC

  MANAGING MEMBER owns 75% or more

• Hennion & Walsh Asset Management Inc
• Potkul Capital Management LLC
• Wechter Feldman Wealth Management Inc
• Nuwave Investment Management LLC
• Alphacat Capital Inc
• Leicht Financial Planning and Wealth Management Inc
• Signet Financial Management LLC
• Veteri Place Corporation
• Macro Consulting Group LLC
• Morris Retirement Advisors LLC

• Summit Financial Group, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Analyzing Summit Financial Group Inc's Q4 2022 and Q1 2023 13F Holdings Comparison: Significant Changes in Holdings Revealed.
• Summit Financial Announces Partnership with Merchant Investment Management and Industry Veteran Stan Gregor to Launch “SummitVantage” Advisor Solution Suite

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