Mark
Oleary
Summit Financial, LLC
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About this Advisor
Mark Oleary is a financial advisor based in Parsippany, New Jersey, working with Summit Financial, LLC. Mark has previously held positions at Summit Financial Resources, Inc, Summit Equities, Inc, Purshe Kaplan Sterling Investments, and Summit Financial, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Mark is part of Summit Financial, LLC, which operates out of Parsippany, 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
Services Offered
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
Mark Oleary Work History
Purshe Kaplan Sterling Investments
Summit Financial, LLC
Summit Financial Resources, Inc
Summit Equities, Inc
Disclosures
Please visit the SEC profile of Mark Oleary 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
Adelphia, NJ
Adelphia, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Naples, FL
Leesburg, VA
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