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Brian Edward Barthold

Summit Financial, LLC

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About Brian Edward Barthold

Brian Barthold is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Summit Financial, LLC and provides financial advice to clients. Brian has previously worked with SUMMIT EQUITIES, INC., MORGAN STANLEY DW INC., and HORNBLOWER & WEEKS, INC.. Brian is a Chartered Financial Consultant and holds Series 7, Series 63, Series 65 and SIE licenses.

Firm Information

Brian Barthold is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Barthold’s Registration & Firm History

NJ

01/03/2019 - Present

Summit Financial, LLC (Parsippany NJ)

NJ

07/26/2002 - 09/19/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

NY

05/10/2001 - 07/20/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

04/12/1999 - 04/06/2001

HORNBLOWER & WEEKS, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/11/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Edward Barthold.
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