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Brian Martin Keller

Summit Financial, LLC

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About Brian Martin Keller

Brian Keller is a financial advisor with Summit Financial, LLC. Brian Keller is a registered representative with FINRA and is also registered with the state of New Jersey as an investment advisor representative. Brian Keller specializes in providing financial planning, portfolio management and selection of other advisors. Brian Keller has been in the financial services industry since December 2020. Previously, Brian Keller was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Brian Keller 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 Keller’s Registration & Firm History

NJ

06/17/2021 - Present

Summit Financial, LLC (PARSIPPANY NJ)

NJ

10/30/2020 - 05/12/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)

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Licenses & Designations

BOTH

Issued 11/27/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Martin Keller.
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