Gregory Michael Nardolillo

Summit Financial, LLC

33 Years of Experience

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Firm Information

Summit Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

205 advisors

Number of Clients

9,865 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$15.0B

Fee Structure

This brochure describes wrap fee programs offered by Summit. The amount a financial advisor is compensated may vary and may be more than what the financial advisor would receive if paid separately for investment advice and such other services. Financial advisors have a financial incentive to recommend a Program over other investment advisory services provided by Summit. Clients should speak with their Financial Advisor regarding this conflict.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

191 Washington St., Morristown, NJ, 07960

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

December 2016

Customer Dispute

May 2008

Denied

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Other Business ActivitiesSells Insurance

Gregory is the owner of Nardolillo Wealth Advantage, Inc. and an insurance agent for SBG Group and Highland Capital, taking about half of his time for the first and about 10% of his time for the latter two. He also independently sells fixed annuities and direct insurance, promotes Kalo Brands, and works as an Investment Advisor Representative for Summit Financial, LLC, while also offering insurance through various companies.