David
Baranek
Summit Financial, LLC
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About this Advisor
David Baranek is a financial advisor based in Madison, New Jersey, working with Summit Financial, LLC. David has previously held positions at Summit Financial, LLC, Rothbart, Baranek & Baron, LLC, Summit Equities, Inc, Summit Financial Resources, Inc, and Purshe Kaplan Sterling Investments. David has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, David is part of Summit Financial, LLC, which operates out of Madison, New Jersey. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$8,015,765,521
236
13,712
$584,580
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Baranek Work History
Summit Financial, LLC
Purshe Kaplan Sterling Investments
Rothbart, Baranek & Baron, LLC
Summit Financial Resources, Inc
Summit Equities, Inc
Disclosures
Please visit the SEC profile of David Baranek 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
Leesburg, VA
Farmington, MI
Parsippany, NJ
Adelphia, NJ
Adelphia, NJ
Naples, FL
Parsippany, NJ
Parsippany, NJ
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