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Bruce Lee Resnik

Summit Financial, LLC

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About Bruce Lee Resnik

Bruce Resnik is a financial advisor registered with Summit Financial, LLC. Bruce has been in the industry since 1998 and is a registered representative in New York, Rhode Island, and New Jersey. Bruce is also a registered investment advisor representative in New York and New Jersey. Bruce has experience in financial planning, portfolio management, and retirement planning. Bruce also offers insurance services as a broker or agent through numerous insurance companies. Bruce holds Series 7, Series 66, and SIE licenses.

Firm Information

Bruce Resnik 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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Bruce Resnik’s Registration & Firm History

NY

02/01/2021 - Present

Summit Financial, LLC (NEW YORK NY)

NY

02/19/2008 - 09/19/2018

SUMMIT EQUITIES, INC. (NEW YORK NY)

NY

04/07/2004 - 02/27/2008

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NA

11/19/1989 - 07/16/1990

ROYAL ALLIANCE ASSOCIATES, INC.

NA

02/21/1985 - 02/07/1990

INTEGRATED RESOURCES MARKETING, INC.

NA

03/07/1985 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BOTH

Issued 04/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Lee Resnik.
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