Craig
Weiss
Summit Financial, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Craig Weiss is a financial advisor operating in Parsippany, New Jersey with 5 years of industry experience. Weiss is currently employed by Summit Financial, LLC. The advisor has gained experience at J.P. Morgan Securities LLC, Metlife Securities Inc, R. Seelaus & Co Inc, Summit Financial Resources, Inc, Ls Securities, LLC, Summit Financial, LLC, Summit Equities, Inc, Belle Haven Investments, L.P, Comprehensive Asset Management & Servicing, Inc and Summit Risk Management, Inc. Weiss has Series 63 and Series 66 licenses, designating them as a securities agent, and can serve investors in New Jersey. Summit Financial, LLC is an advisory firm headquartered in Parsippany, NJ. The company has offices in 22 locations and a total of 226 financial advisors. It handles $6 billion in assets under management across its 11,930 accounts, making it one of the biggest financial advisory 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 investable assets. The firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically are based on which services are offered. Fee types billed by Summit Financial, LLC can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$6,154,141,421
226
11,930
$515,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Craig Weiss Work History
Craig has been registered as a financial advisor for 5 years.*
Ls Securities, LLC
Summit Financial, LLC
Summit Financial, LLC
Summit Financial Resources, Inc
Summit Equities, Inc
Summit Risk Management, Inc
Metlife Securities Inc
R. Seelaus & Co Inc
Comprehensive Asset Management & Servicing, Inc
Belle Haven Investments, L.P
J.P. Morgan Securities LLC
*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 Craig Weiss 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
Parsippany, NJ
Parsippany, NJ
Farmington, MI
Parsippany, NJ
Parsippany, NJ
Doylestown, PA
Parsippany, NJ
Parsippany, NJ
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.
