Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
41 years
Location
Danbury, CT
Summit Financial, LLC
Multi-team
Robert Beckett is a financial advisor at Summit Financial, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Summit Financial since 2018, with prior experience at Purshe Kaplan Sterling Investments and multiple affiliated Summit entities dating back to 2010. He is a 10% owner of Stabilization Plans for Business, Inc., which manages succession plans for insurance clients of retired or deceased agents. Summit Financial, LLC is a multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating a combination of discretionary and consultative platforms tailored to client preferences.
Based on Summit Financial, LLC
Based on Summit Financial, LLC
Flat fees may be negotiated for other services; portfolio design fee may be charged upfront (amount not included in maximum annual fee).
$0+: Up to 1.50% annually maximum advisory fee (exclusive of program fees, sub-advisory fees, third-party manager fees, platform fees, and other fees) $0+: Additional Pontera platform fee of 0.30% (30 bps) where applicable: 0.25% to Pontera and 0.05% to Summit $0+: $120 annual Account Maintenance charge included in Program Fee, billed monthly or quarterly
Commission-based compensation earned by Financial Advisors in their capacity as insurance agents or broker-dealers for insurance and brokerage products, separate from Summit advisory fees.
Account minimum: $100,000 for TDS Managed Portfolios (waivable at Summit's discretion); no minimum for SAA, APM, or FMA programs; TPM minimums vary $25,000 to $1,000,000 (as per client agreement) Fee-only: Financial planning fees ranging generally from $2,000 to $25,000, payable in advance, negotiable based on complexity and client relationship.
Danbury, CT
Danbury CT
Advisors at this office
1
Connecticut
41 years of industry experience
Summit Financial, LLC
2018 - Present • 8 years
Parsippany, NJ
Purshe Kaplan Sterling Investments
2018 - Present • 8 years
Albany, NY
Summit Risk Management
2010 - Present • 16 years
Parsippany, NJ
Summit Equities, Inc.
2010 - 2018 • 8 years
Parsippany, NJ
Summit Financial Resources, Inc.
2010 - 2018 • 8 years
Parsippany, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Ridgefield, CT
Granite Hill Capital Management, LLC
Stephen Tanner is the sole advisor at Granite Hill Capital Management, LLC, where he has worked since 2005. He holds the CFA® designation and a Series 65 license, with 20 years of industry experience. Granite Hill Capital Management provides financial planning, portfolio management, and limited-scope investment consultations primarily to individuals, trusts, and estates. The firm follows an evidence-based investment approach grounded in modern portfolio theory, focusing on strategic asset allocation and tax efficiency, and delivers personalized service through a small client base.
Series 65
Redding, CT
HarborAdvisors, LLC
Lawrence Hatheway is a financial advisor at HarborAdvisors, LLC with five years of industry experience. He previously worked at GAM Investments for four years and co-founded Jackson Hole Economics, a nonprofit research forum focused on economics, politics, and policy. Hatheway also serves as an adjunct professor of economics at Fairfield University and the University of Wyoming. HarborAdvisors, LLC provides macroeconomic and market consulting and model-provision services primarily to institutional and non-U.S. clients, using fundamental, technical, and cyclical economic analysis tailored through individually negotiated agreements. The firm focuses on multi-asset portfolio analysis under varying economic and policy scenarios and offers performance-based fee arrangements without holding custody of client assets.
Series 63, Series 66
Katonah, NY
Brandon Hill Wealth Management, LLC
Sean Whelan is a financial advisor at Brandon Hill Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Societe Generale and SG Americas Securities, LLC. Brandon Hill Wealth Management provides wealth and investment management services to individuals, high net worth individuals, and families. The firm employs a blend of fundamental and technical analysis, asset allocation, and third-party research to develop client-specific investment policies, managing portfolios that include stocks, bonds, ETFs, mutual funds, MLPs, and limited options usage.
CFP®, CFA®, Series 63, Series 65
Newtown, CT
Iron Path Wealth Management, Inc.
Daniel Granucci is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Iron Path Wealth Management, Inc. since 2020 and previously held roles at Feehan Financial Services and Reby Advisors. Iron Path Wealth Management provides tailored investment management and financial planning to individuals, high-net-worth clients, and business owners. The firm combines discretionary portfolio management with project-based and ongoing planning, utilizing fundamental and cyclical analysis alongside modern portfolio theory to guide asset allocation and risk management.
Series 63, Series 65
Pound Ridge, NY
1230 Advisors, LLC
Anthony Schiff is a financial advisor at 1230 Advisors, LLC with 30 years of industry experience. He has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities from 2012 to 2021 before founding 1230 Advisors in 2021. Outside of advisory work, he is a general partner of Solitray LLC, a company serving the bar and restaurant industry. 1230 Advisors provides wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management and financial planning, using a combination of ETFs, mutual funds, equities, fixed income, and other instruments to build primarily long-term portfolios.
Series 63, Series 66
Monroe, CT
Global Hill Wealth Advisors LLC
Mansoor Ahmad is the principal of Global Hill Wealth Advisors LLC, an independent firm he founded in 2022. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including prior roles at Merrill Lynch and J.P. Morgan. In addition to advisory work, he is a licensed insurance agent and spends a limited portion of his time on insurance sales. Global Hill Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, and estates, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis for customized asset allocations, focusing mainly on long-term strategies while allowing for shorter-term adjustments.
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