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Charles Thomas Cernosia

Summit Financial, LLC

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About Charles Thomas Cernosia

Charles Thomas Cernosia is a financial advisor with Summit Financial, LLC. Charles has been in the industry since 2003. He is registered with the state of New Jersey and has a Series 17 and Series 63 license. Charles has a specialization in providing financial planning and portfolio management services to individuals and businesses. He is also registered to provide pension consulting services. Summit Financial, LLC is a registered investment advisor with offices in Parsippany, New Jersey. Summit Financial, LLC manages over 11 billion dollars in assets for individuals, families, trusts, businesses, pension plans, and charitable organizations.

Firm Information

Charles Cernosia 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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Charles Cernosia’s Registration & Firm History

NJ

10/12/2021 - Present

Summit Financial, LLC (PARSIPPANY NJ)

NY

05/23/2003 - 04/02/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2003

Series 17 - Limited Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Thomas Cernosia.
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