Stanley
Gregor
Summit Financial, LLC
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About this Advisor
Stanley Gregor is a financial advisor based in Parsippany, New Jersey, working with Summit Financial, LLC. Stanley has previously held positions at Cantor Fitzgerald Wealth Partners, LLC, Cfwp Securities, LLC, Cantor Fitzgerald, Summit Risk Management, Inc, Summit Financial Resources, Inc, Summit Equities, Inc, Dynasty Financial Partners, Summit Financial, LLC, and Ls Securities, LLC. Stanley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Stanley 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
Stanley Gregor Work History
Ls Securities, LLC
Summit Financial, LLC
Ls Securities, LLC
Summit Equities, Inc
Summit Risk Management, Inc
Summit Financial Resources, Inc
Summit Equities, Inc
Dynasty Financial Partners
Cantor Fitzgerald Wealth Partners, LLC
Cfwp Securities, LLC
Cantor Fitzgerald
Disclosures
Please visit the SEC profile of Stanley Gregor 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
Parsippany, NJ
Parsippany, NJ
Adelphia, NJ
Leesburg, VA
Parsippany, NJ
Farmington, MI
Naples, FL
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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