Morristown, NJ Washington Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$23,488,252,374
ClientsTotal clients
17,809
AdvisorsAdvisors at this office
3
Of 218 advisors across 80 offices
Location
191 Washington Avenue
Morristown NJ 07960
Advisors at this office
3
Advisors at this office
Peter V
Series 63, Series 65
Morristown, NJ
Summit Financial, LLC
Peter Valles is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Aurora Private Wealth, APW Capital, Inc., and Janney Montgomery Scott. In addition to his advisory role, Mr. Valles is also licensed to sell insurance and conducts insurance activities through Summit Risk Management, LLC and other firms. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers both discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.
Daniel N
CFP®, Series 66
Morristown, NJ
Summit Financial, LLC
Daniel Nardolillo is a CFP® professional with 10 years of industry experience, currently serving at Summit Financial, LLC. He has previously worked at Aurora Private Wealth, Inc. and LPL Financial. Outside of his advisory role, he is involved in financial planning operations and consulting through WealthPlan Advantage, where he provides financial planning services and design implementation. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors and around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.
Jason B
Series 66
Morristown, NJ
Summit Financial, LLC
Jason Brougham is a financial advisor at Summit Financial, LLC in Morristown, NJ, holding a Series 66 designation with five years of industry experience. He has worked at Summit Financial and APW Capital, Inc., among other firms, since 2019. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining both discretionary and consultative services tailored to client needs.
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