Matthew
Anderson
Summit Financial, LLC
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About this Advisor
Matthew Anderson is a certified financial planner based in Columbus, Ohio who has 2 years of industry experience. Anderson is on the advisory team at Summit Financial, LLC. Throughout their career, they have worked at Keebeck Wealth Management LLC, Summit Financial, LLC, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Anderson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Ohio. Summit Financial, LLC is a financial advisory company operating out of Parsippany, NJ. The company has offices in 22 locations and a total of 226 advisors. It administers $6 billion in total assets between its 11,930 customer accounts, placing it among the biggest investment advisory firms in the nation 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. The business has a wide set 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 fees vary depending on which services the firm provides the client. Fees charged by Summit Financial, LLC most likely consist of any combination of 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
Matthew Anderson Work History
Matthew has been registered as a financial advisor for 2 years.*
Summit Financial, LLC
Keebeck Wealth Management LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Matthew Anderson 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
Parsippany, NJ
Doylestown, PA
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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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.
