Anthony Lawrence Mcelynn

Summit Financial, LLC

31 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

4 Campus Drive, Parsippany, NJ, 07054

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.