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Cole Hughes

Summit Financial, LLC

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About Cole Hughes

Cole Hughes is an investment advisor representative registered with Summit Financial, LLC, in Naples, Florida. Cole has been in the financial industry since 2022. Cole holds Series 66 and Series 7TO securities licenses, as well as the SIE exam. Cole has worked for UBS Financial Services Inc. in Bonita Springs, Florida, and is registered with the state of Florida as an Investment Advisor Representative. Cole specializes in investment management, financial planning, and pension consulting. Cole provides advisory services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Cole is also registered as an Investment Advisor Representative with Summit Financial, LLC, in New Jersey.

Firm Information

Cole Hughes 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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Cole Hughes’s Registration & Firm History

FL

04/29/2024 - Present

Summit Financial, LLC (NAPLES FL)

FL

10/10/2022 - 05/07/2024

UBS FINANCIAL SERVICES INC. (BONITA SPRINGS FL)

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Licenses & Designations

BOTH

Issued 02/06/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cole Hughes.
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