Michael
Aloi

Summit Financial, LLC

CRD#3217172
Investment Advisor
in Stratford, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Aloi is a certified financial planner based out of Stratford, Connecticut who has 5 years of industry experience. Aloi is an advisor for Summit Financial, LLC. During their career, the advisor has held roles at Summit Financial, LLC, Summit Financial Resources, Summit Equities Inc and Purshe Kaplan Sterling Investments. Aloi maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut and New Jersey. Summit Financial, LLC is a business based out of Parsippany, NJ. It has offices in 22 locations and a total of 226 advisors. It handles $6 billion in assets under management among its 11,930 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 11,930 accounts, 20% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the services provided. However, fees billed by Summit Financial, LLC can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 Harvest Ridge Road
Stratford, CT 06614

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Summit Financial, LLC Brokerage Details

Total Assets Under Management

$6,154,141,421

CT Average: $10,121,009,343
Total Number of Employees

226

CT Average: 92
Total Number of Accounts

11,930

CT Average: 6,978
Average Account Size

$515,854

CT Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Aloi Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Summit Financial, LLC

2018 - Present (6 years)

Purshe Kaplan Sterling Investments

1999 - 2018 (19 years)

Summit Financial Resources

1999 - 2018 (19 years)

Summit Equities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Aloi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Summit Financial, LLC

Brittany Halpern
Parsippany, NJ
James Rabasca
Parsippany, NJ
Renee Wahl
Farmington, MI
Kyle Fischbach
Parsippany, NJ
Dean Barnacle
Parsippany, NJ
Christina Vozzo
Parsippany, NJ
Craig Weiss
Parsippany, NJ
Joseph Bates
Doylestown, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started