Steve
Vujevich

Summit Financial, LLC

CRD#2886012
Investment Advisor
in Columbus, OH

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About this Advisor

Steve Vujevich is a financial advisor operating out of Columbus, Ohio with a total of 2 years of industry experience. Vujevich is an advisor for Summit Financial, LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Na, Summit Financial, LLC and Keebeck Wealth Management LLC. Vujevich has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey and Ohio. Summit Financial, LLC is a firm that has its headquarters in Parsippany, NJ. It has offices in 22 locations and a total of 226 financial advisors. It administers $6 billion in assets under management across its 11,930 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 11,930 client accounts, 20% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely depend on the type of services provided. Fees billed by Summit Financial, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

577 W Nationwide Blvd Suite 302
Columbus, OH 43215

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Summit Financial, LLC Brokerage Details

Total Assets Under Management

$6,154,141,421

OH Average: $10,121,009,343
Total Number of Employees

226

OH Average: 92
Total Number of Accounts

11,930

OH Average: 6,978
Average Account Size

$515,854

OH Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Steve Vujevich Work History

Steve has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Summit Financial, LLC

2020 - 2021 (1 year)

Keebeck Wealth Management LLC

2011 - 2020 (9 years)

Bank Of America Na

2004 - 2020 (16 years)

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 Steve Vujevich 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

James Rabasca
Parsippany, NJ
Renee Wahl
Farmington, MI
Brittany Halpern
Parsippany, NJ
Stanley Gregor
Parsippany, NJ
Christina Vozzo
Parsippany, NJ
Craig Weiss
Parsippany, NJ
Charles Cernosia
Parsippany, NJ
Kyle Fischbach
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.

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