Michael
Cear
Summit Financial, LLC
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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
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
Michael Cear Work History
Summit Financial, LLC
Purshe Kaplan Sterling Investments
Summit Equities Inc
Summit Financial Resources, Inc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
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
Naples, FL
Adelphia, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Leesburg, VA
Leesburg, VA
Farmington, MI
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