Michael
Cear

Summit Financial, LLC

CRD#3009786
Investment Advisor
in Parsippany, NJ

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About this Advisor

Michael Cear is a financial advisor based in Parsippany, New Jersey, working with Summit Financial, LLC. Michael has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Summit Equities Inc, Summit Financial, LLC, Summit Financial Resources, Inc, and Purshe Kaplan Sterling Investments. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Michael 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

Series 63, Series 66, Chartered Financial Consultant

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

4 Campus Drive
Parsippany, NJ 07054

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Summit Financial, LLC Brokerage Details

Total Assets Under Management

$8,015,765,521

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

236

NJ Average: 92
Total Number of Accounts

13,712

NJ Average: 6,978
Average Account Size

$584,580

NJ 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 Cear Work History

2018 - Present (6 years)

Summit Financial, LLC

2018 - Present (6 years)

Purshe Kaplan Sterling Investments

2014 - 2018 (4 years)

Summit Equities Inc

2014 - 2018 (4 years)

Summit Financial Resources, Inc

2008 - 2014 (6 years)

Northwestern Mutual Investment Services, LLC

2002 - 2014 (12 years)

Northwestern Mutual Investment Services, LLC

2002 - 2014 (12 years)

Northwestern Mutual Life Insurance Company

Disclosures

Please visit the SEC profile of Michael Cear 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

Noah Valdez
Leesburg, VA
Nicholas Villano
Parsippany, NJ
James Rabasca
Parsippany, NJ
Todd Weiss
Parsippany, NJ
Erin Nordloh
Farmington, MI
John Duffy
Parsippany, NJ
Ethan Fales
Naples, FL
David Guido
Leesburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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