Michael
Giannotto
Summit Financial, LLC
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About this Advisor
Michael Giannotto is a financial advisor based in Parsippany, New Jersey, working with Summit Financial, LLC. Michael has previously held positions at The Provident Bank, Cetera Investment Services LLC, Beacon Investment Advisory Services, Inc, Ladenburg Thalmann & Co. Inc, Ladenburg Thalmann Asset Management, Royal Alliance, Ls Securities, LLC, Summit Financial, LLC, Mufg, Summit Equities, Inc, Mission Critical Services, Lotus Advisory, LLC, and Summit Financial Resources, Inc. Michael has passed the Series 65 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 Giannotto Work History
Ls Securities, LLC
Summit Financial, LLC
Lotus Advisory, LLC
Mufg
Mufg
Lotus Advisory, LLC
Royal Alliance
Summit Equities, Inc
Mission Critical Services
Summit Financial Resoures, Inc
Ladenburg Thalmann & Co. Inc
Ladenburg Thalmann Asset Management
The Provident Bank
Cetera Investment Services LLC
Beacon Investment Advisory Services, Inc
Disclosures
Please visit the SEC profile of Michael Giannotto 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
Adelphia, NJ
Adelphia, NJ
Parsippany, NJ
Parsippany, NJ
Naples, FL
Parsippany, NJ
Landing, NJ
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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