Bruce
Resnik
Summit Financial, LLC
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About this Advisor
Bruce Resnik is a personal financial specialist working in New York, New York with 4 years of industry experience. Resnik is currently employed by Summit Financial, LLC. Their career trajectory has included roles at Summit Equities, Inc, Summit Financial Resources, Inc, Purshe Kaplan Sterling Investments and Summit Financial, LLC. Resnik has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and New York. Summit Financial, LLC is a registered investment business based out of Parsippany, NJ. The firm has offices in 22 locations and a total of 226 advisors. It controls $6 billion in assets across its 11,930 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 11,930 customer accounts, 20% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Summit Financial, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which service is provided. However, fee types charged by Summit Financial, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$6,154,141,421
226
11,930
$515,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Bruce Resnik Work History
Bruce has been registered as a financial advisor for 4 years.*
Purshe Kaplan Sterling Investments
Summit Financial, LLC
Summit Equities, Inc
Summit Financial Resources, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bruce Resnik 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
Farmington, MI
Parsippany, NJ
Doylestown, PA
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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