Eric
Mangold
Summit Financial, LLC
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About this Advisor
Eric Mangold is a financial advisor operating out of Westfield, New Jersey who has 1 year of industry experience. Mangold is currently employed by Summit Financial, LLC. Over the course of their career, Mangold has held roles at Triad Advisors, Inc, Gitterman Wealth Management, LLC, National Financial Network, First Allied Securities, Inc, First Allied Advisory Services, Inc, Purshe Kaplan Sterling Investments, Summit Financial, LLC, Minnesota Life Insurance Co, Securian Financial Services Inc and Allied Wealth Partners. Mangold has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Summit Financial, LLC is an advisory business that has its headquarters in Parsippany, NJ. The company has offices in 22 locations and a total of 226 advisors. It manages $6 billion in assets under management between its 11,930 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 11,930 customer accounts, 20% are held by high-net-worth clients who have more than $1 million in investable assets. Summit Financial, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services are provided. Fee types billed by Summit Financial, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Eric Mangold Work History
Eric has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments
Summit Financial, LLC
Minnesota Life Insurance Co
Securian Financial Services Inc
Allied Wealth Partners
First Allied Securities, Inc
First Allied Advisory Services, Inc
Triad Advisors, Inc
Gitterman Wealth Management, LLC
National Financial Network
*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 Eric Mangold 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
Farmington, MI
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
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.
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