Ashburn, VA Belmont Executive Plaza Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Summit Financial, LLC
Multi-team
Firm-wide stats for Summit Financial, LLC
About
Summit Financial, LLC is an SEC‑registered, multi‑team advisory firm with about $26.35 billion in assets under management, 216 advisors and roughly 17,800 clients. It provides investment advisory and portfolio management programs (including Summit Managed Portfolios, Strategic Asset Allocation, APM/FMA and third‑party manager platforms), financial planning, retirement plan advisory (3(21) and 3(38) services), access to alternative investments and variable annuities.
The firm operates a mix of discretionary and consultative services: the Investment Management Committee has discretionary authority over the Managed Portfolios, while programs such as SAA and the SEI Mutual Fund Portfolios are structured to require client approval for trades and emphasize advisor‑led monitoring. Financial Advisors may customize allocations using third‑party managers and unified platforms, and Summit supports held‑away retirement account management via a Pontera connection; advisors may also provide brokerage or insurance products through affiliated or unaffiliated firms.
Distinctive for a firm of its scale, Summit maintains a substantial non‑discretionary/consultative platform alongside its discretionary offerings, with explicit disclosures that many accounts require client trade approvals or are subject to outside monitoring. The brochure also discloses multiple ownership and referral relationships (including ties to Merchant entities, the Persimmon Long/Short Equity I Fund, bank referral arrangements with Waterfall and Fieldpoint, and LSS referral fees), which the firm identifies as potential conflicts addressed through disclosure and supervisory procedures.
Based on Summit Financial, LLC
Expertise
Based on Summit Financial, LLC
Location
19775 Belmont Executive Plaza, Suite 320
Ashburn VA 20147
Advisors at this office
3
Advisors at this office
Christopher B
Series 63, Series 65
Ashburn, VA
Summit Financial, LLC
Christopher Bishop is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Mr. Bishop also operates a business in insurance, benefits, and human resources and offers insurance products through multiple companies. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.
Jeffrey M
CFP®, Series 63, Series 65
Ashburn, VA
Summit Financial, LLC
Jeffrey Maged is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Summit Financial, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. He serves on the board of the Healing Hearts Respite Foundation and is a citizen representative on the Loudoun County OPEB Board. Additionally, he is the managing member of Jaskol Asset Advisors, LLC, a fee-for-service business succession planning firm. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a blend of discretionary and consultative investment management, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.
Noah V
Series 65
Ashburn, VA
Summit Financial, LLC
Noah Valdez is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Cambridge Investment Research Inc., Agm Institute, and United Bank. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.
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